Filed October 19, 2004 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES1 year Filed as: EDELMAN FINANCIAL ENGINES, LLC Service code 27 · EIN 47-5324976 | Advisory (Plan) | $1,491,000 |
LOOMIS SAYLES3 years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $924,000 |
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE ASSOCIATES, INC. Service code 28 · EIN 52-0556948 | Investment Management | $485,000 |
Filed as: MELLON INVESTMENTS CORPORATION Service code 28 · EIN 25-1442864 | Investment Management | $458,000 |
Service code 15 · EIN 04-2647786 | Recordkeeping | $237,000 |
STATE STREET GLOBAL ADVISORS4+ years Service code 18 · EIN 81-4017137 | Custodial (securities); Investment ma... | $60,000 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 21 · EIN 04-1867445 | Bank Trustee | $43,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,619 | $96,381+40.7% | $140,019-3.1% | $73,367+84.9% |
| Participation rate | 98.1% | 90.1%+8.0pp | 87.5%+10.6pp | 69.5%+28.7pp |
| Annual return | -4.50% | -4.30%-0.2pp | 651.19%-655.7pp | 173.45%-178.0pp |
| Employer contribution / active EE | $7,078 | $4,168+69.8% | $5,605+26.3% | $2,499+183.2% |
| Participant deferral / active EE | $8,615 | $6,186+39.3% | $6,927+24.4% | $4,033+113.6% |
| Admin fee / account holder | $95 | $100-4.9% | $10,705-99.1% | $68+38.9% |