Filed April 25, 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 49 · EIN 04-1590850 | Other Services | $96,924 |
Service code 53 · EIN 41-0973005 | Insurance Commissions | $16,520 |
Service code 26 · EIN 61-1732930 | Advisory (Participants) | $183 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS3 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON3 years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 22-2169185 | Indirect Investment Fees | $0 |
INVESCO3 years Service code 52 · EIN 94-2362417 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT3 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD Service code 52 · EIN 23-1999755 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,739 | $52,293-66.1% | $178,490-90.1% | $73,409-75.8% |
| Participation rate | 93.0% | 65.3%+27.7pp | 81.9%+11.1pp | 72.2%+20.8pp |
| Annual return | 6.27% | 34.75%-28.5pp | 151.07%-144.8pp | 59.29%-53.0pp |
| Employer contribution / active EE | $806 | $1,735-53.6% | $5,011-83.9% | $2,234-63.9% |
| Participant deferral / active EE | $1,401 | $2,332-39.9% | $5,202-73.1% | $3,805-63.2% |
| Admin fee / account holder | $167 | $127+31.0% | $13,984-98.8% | $158+5.7% |