Filed October 28, 2014 (most recent of 5 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 | $9,236 |
CHARLES SCHWAB & CO., INC.5 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $16 |
AMERICAN CENTURY4 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
INVESCO4 years Service code 52 · EIN 76-0343427 | Indirect Investment Fees | $0 |
JANUS HENDERSON3 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT4 years Service code 52 · EIN 04-2468583 | Indirect Investment Fees | $0 |
NORTHERN FUNDS4 years Service code 52 · EIN 36-3608252 | Indirect Investment Fees | $0 |
PRINCIPAL INVESTORS2 years Service code 52 · EIN 91-1801401 | Indirect Investment Fees | $0 |
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 | $60,493 | $111,608-45.8% | $177,821-66.0% | $73,409-17.6% |
| Participation rate | 97.7% | 87.9%+9.8pp | 87.7%+10.0pp | 72.2%+25.5pp |
| Annual return | 20.90% | 18.23%+2.7pp | 48.32%-27.4pp | 59.29%-38.4pp |
| Employer contribution / active EE | $1,821 | $3,796-52.0% | $5,918-69.2% | $2,234-18.5% |
| Participant deferral / active EE | $4,102 | $6,199-33.8% | $7,714-46.8% | $3,805+7.8% |
| Admin fee / account holder | $12 | $166-92.5% | $12,427-99.9% | $158-92.2% |