Filed May 1, 2009 (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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $67,593 |
Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 27 · EIN 20-4751585 | Advisory (Plan) | $27,304 |
AMERICAN REALTY ADVISORS3 years Filed as: AMERICAN BEACON Service code 52 · EIN 75-2401150 | Indirect Investment Fees | $0 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
DIAMOND HILL3 years Service code 52 · EIN 31-6547095 | Indirect Investment Fees | $0 |
HARBOR3 years Service code 52 · EIN 34-1953393 | Indirect Investment Fees | $0 |
LEGG MASON2 years Service code 52 · EIN 13-4146187 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD Service code 52 · EIN 23-1999755 | Indirect Investment Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $60,871 | $111,608-45.5% | $177,827-65.8% | $73,412-17.1% |
| Participation rate | 89.6% | 87.9%+1.7pp | 87.7%+1.8pp | 72.2%+17.4pp |
| Annual return | 16.96% | 18.23%-1.3pp | 48.32%-31.4pp | 59.30%-42.3pp |
| Employer contribution / active EE | $1,838 | $3,796-51.6% | $5,918-68.9% | $2,234-17.7% |
| Participant deferral / active EE | $3,205 | $6,199-48.3% | $7,713-58.4% | $3,806-15.8% |
| Admin fee / account holder | $268 | $166+61.9% | $12,429-97.8% | $158+69.8% |