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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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); Custodial (ot... | $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 | 651.15%-655.6pp | 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% |