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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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% | $82,313+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% |