Filed September 18, 2019
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 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ARTISAN PARTNERS1 year Filed as: ARTISAN PARTNERS LIMITED PARTNERSHI Service code 28 · EIN 39-1811840 | Investment Management | $0 |
BLACKROCK1 year Filed as: BLACKROCK FUND ADVISORS Service code 28 · EIN 51-0318674 | Investment Management | $0 |
Service code 19 | Securities Custodian | $0 |
Filed as: FIDELITY & RESEARCH COMPANY Service code 28 · EIN 06-1194217 | Investment Management | $0 |
Filed as: FIDELITY MANAGEMENT & RESEARCH COMP Service code 28 | Investment Management | $0 |
INVESCO1 year Filed as: INVESCO ADVISERS INC Service code 28 · EIN 76-0528004 | Investment Management | $0 |
Filed as: PUTNAM INVESTMENT , LLC Service code 28 100 FEDERAL ST · BOSTON, MA 02110 | Investment Management | $0 |
Filed as: PUTNAM INVESTMENT MANAGEMENT LLC Service code 28 | Investment Management | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $280,053 | $121,341+130.8% | $189,537+47.8% | $79,391+252.8% |
| Participation rate | 93.7% | 86.1%+7.6pp | 87.8%+5.9pp | 70.7%+23.0pp |
| Annual return | 16.73% | 21.08%-4.4pp | 555.34%-538.6pp | 116.88%-100.2pp |
| Employer contribution / active EE | $8,932 | $3,915+128.2% | $6,161+45.0% | $2,428+267.9% |
| Participant deferral / active EE | $0 | $6,395-100.0% | $8,220-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $651-100.0% | $12,048-100.0% | $627-100.0% |