Filed December 7, 2006 (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.
| Provider | Service type | Compensation |
|---|---|---|
STATE STREET GLOBAL ADVISORS1+ years Service code 18 · EIN 04-1867445 | Custodial (securities); Soft dollars ... | $462,582 |
INVESCO1+ years Filed as: INVESCO TRUST CO Service code 28 · EIN 58-1707262 | Investment Management | $192,600 |
BLACKROCK1+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $145,655 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,747 | $126,925+21.9% | $74,184+108.6% | $329,111-53.0% |
| Participation rate | 98.1% | 87.5%+10.6pp | 76.6%+21.5pp | 67.9%+30.3pp |
| Annual return | 4.46% | 10.67%-6.2pp | 17.74%-13.3pp | 16.35%-11.9pp |
| Employer contribution / active EE | $1,528 | $3,536-56.8% | $2,370-35.5% | $2,303-33.7% |
| Participant deferral / active EE | $3,587 | $6,619-45.8% | $3,550+1.0% | $3,682-2.6% |
| Admin fee / account holder | $56 | $64-11.7% | $5,586-99.0% | $754-92.6% |