Filed September 28, 2007
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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 53 · EIN 74-2794194 | Insurance Commissions | $12,128 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $1,835 |
ALGER1 year Service code 52 · EIN 13-3733280 | Indirect Investment Fees | $0 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN BEACON Service code 52 · EIN 75-2401150 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-2817150 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
CALVERT1 year Service code 52 · EIN 52-2236318 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS1 year Service code 52 · EIN 23-2448660 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-2993075 | Indirect Investment Fees | $0 |
HARRIS1 year Service code 52 · EIN 04-3276558 | Indirect Investment Fees | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,871 | $55,453-24.5% | $170,435-75.4% | $62,293-32.8% |
| Participation rate | 92.0% | 66.4%+25.6pp | 83.6%+8.4pp | 69.5%+22.5pp |
| Annual return | 17.62% | 21.38%-3.8pp | 205.94%-188.3pp | 28.90%-11.3pp |
| Employer contribution / active EE | $2,177 | $2,164+0.6% | $5,432-59.9% | $2,042+6.6% |
| Participant deferral / active EE | $2,368 | $2,303+2.8% | $4,939-52.1% | $3,169-25.3% |
| Admin fee / account holder | $13 | $455-97.1% | $13,881-99.9% | $479-97.2% |