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 ADVISORS2+ years Service code 16 · EIN 04-1867445 | Consulting | $267,815 |
INVESCO2+ years Filed as: INVESCO TRUST CO Service code 28 · EIN 58-1707262 | Investment Management | $192,814 |
FIIOC1 year Filed as: FIIOC, INC. Service code 37 · EIN 04-2647786 | Loan Processing | $150,480 |
BLACKROCK2+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 28 · EIN 94-3112180 | Investment Management | $120,332 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,818 | $136,209+15.9% | $82,312+91.7% | $80,976+94.9% |
| Participation rate | 91.7% | 88.0%+3.7pp | 76.9%+14.8pp | 68.3%+23.5pp |
| Annual return | 51.61% | 21.54%+30.1pp | 25.88%+25.7pp | 22.91%+28.7pp |
| Employer contribution / active EE | $3,623 | $3,633-0.3% | $2,428+49.2% | $2,402+50.8% |
| Participant deferral / active EE | $8,206 | $6,693+22.6% | $3,706+121.4% | $3,848+113.2% |
| Admin fee / account holder | $35 | $62-43.7% | $5,608-99.4% | $67-48.1% |