Filed December 10, 2005
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 | $93,383 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $35,000 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-2817150 | Indirect Investment Fees | $0 |
BLACKROCK3 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
EATON VANCE3 years Service code 52 · EIN 04-2325690 | Indirect Investment Fees | $0 |
FEDERATED1 year Service code 52 · EIN 25-1111467 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-2993075 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON3 years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 13-2573775 | Indirect Investment Fees | $0 |
INVESCO3 years Service code 52 · EIN 13-2576643 | Indirect Investment Fees | $0 |
IVY FUNDS3 years Service code 52 · EIN 04-6006759 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $98,076 | $73,404+33.6% | $87,100+12.6% | $67,579+45.1% |
| Participation rate | 98.4% | 80.9%+17.5pp | 76.9%+21.5pp | 71.3%+27.1pp |
| Annual return | 13.64% | 48.29%-34.7pp | 28.19%-14.6pp | 378.56%-364.9pp |
| Employer contribution / active EE | $3,436 | $2,014+70.6% | $2,521+36.3% | $2,148+60.0% |
| Participant deferral / active EE | $6,157 | $3,913+57.4% | $4,049+52.1% | $3,539+74.0% |
| Admin fee / account holder | $262 | $142+85.0% | $7,497-96.5% | $142+84.1% |