Filed August 3, 2006 (most recent of 7 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 |
|---|---|---|
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 28 · EIN 04-0025081 | Investment Management | $1,064,466 |
BLACKROCK1+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT, INC Service code 19 · EIN 13-3806691 | Securities Custodian | $561,771 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 50 · EIN 04-1590850 | Direct Payment | $472,433 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: EPOCH INVESTMENT PARTNERS, INC. Service code 28 · EIN 20-1003862 | Investment Management | $369,323 |
Filed as: PYRAMIS SELECT GLOBAL EQUITY Service code 28 · EIN 37-1615839 | Investment Management | $258,990 |
T ROWE PRICE RPS INC1+ years Filed as: T. ROWE PRICE RET. PLAN SERVICES Service code 15 · EIN 52-1714114 | Recordkeeping | $203,693 |
NEPC, LLC1+ years Service code 28 · EIN 26-1429809 | Investment Management | $192,867 |
THE BANK OF NEW YORK MELLON1+ years Filed as: MELLON CAPITAL MANAGEMENT CORP Service code 28 · EIN 25-1442864 | Investment Management | $45,769 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $79,269 | $127,796-38.0% | $76,768+3.3% | $73,367+8.0% |
| Participation rate | 82.9% | 88.2%-5.2pp | 77.0%+6.0pp | 69.5%+13.5pp |
| Annual return | -2.93% | -2.31%-0.6pp | 2.43%-5.4pp | 173.45%-176.4pp |
| Employer contribution / active EE | $2,089 | $3,931-46.9% | $2,485-15.9% | $2,499-16.4% |
| Participant deferral / active EE | $6,700 | $6,924-3.2% | $3,852+73.9% | $4,033+66.1% |
| Admin fee / account holder | $127 | $66+91.0% | $6,676-98.1% | $68+85.5% |