Filed July 9, 2007 (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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $16,979 |
Service code 27 · EIN 38-3667558 | Advisory (Plan) | $11,310 |
ALLIANZ GLOBAL INVESTORS1 year Service code 52 · EIN 47-0887613 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
ARTISAN PARTNERS1 year Filed as: ARTISAN Service code 52 · EIN 39-1811840 | Indirect Investment Fees | $0 |
COLUMBIA1 year Service code 52 · EIN 56-0906609 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 95-2513084 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 13-3963293 | Indirect Investment Fees | $0 |
NATIXIS FUNDS1 year Service code 52 · EIN 04-3113285 | Indirect Investment Fees | $0 |
OPPENHEIMER1 year Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,518 | $46,173-72.9% | $170,435-92.7% | $69,631-82.0% |
| Participation rate | 83.5% | 63.9%+19.6pp | 83.6%-0.1pp | 70.7%+12.8pp |
| Annual return | 26.65% | 21.62%+5.0pp | 205.94%-179.3pp | 27571.02%-27544.4pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,432-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $2,865 | $2,080+37.7% | $4,939-42.0% | $3,224-11.1% |
| Admin fee / account holder | $36 | $116-69.0% | $13,881-99.7% | $110-67.4% |