Filed June 14, 2006
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 16 | Consulting | $35,600 |
MARCUM LLP2 years Service code 10 · EIN 01-1986323 | Accounting | $10,300 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $4,572 |
AMERICAN REALTY ADVISORS3 years Filed as: AMERICAN BEACON Service code 52 · EIN 75-2401150 | Indirect Investment Fees | $0 |
BARON3 years Service code 52 · EIN 13-6891420 | Indirect Investment Fees | $0 |
Filed as: FIDUCIARY INVESTMENT ADVISORS - PAI Service code 16 · EIN 20-4751585 | Consulting | $0 |
INVESCO1 year Service code 52 · EIN 22-3849391 | Indirect Investment Fees | $0 |
MAINSTAY3 years Service code 52 · EIN 52-2206685 | Indirect Investment Fees | $0 |
STATE STREET GLOBAL ADVISORS3 years Filed as: SSGA Service code 52 · EIN 90-0337987 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC3 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-1151266 | Indirect Investment Fees | $0 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $65,276 | $86,341-24.4% | $125,195-47.9% | $65,186+0.1% |
| Participation rate | 74.3% | 75.3%-1.1pp | 79.8%-5.5pp | 70.2%+4.1pp |
| Annual return | 23.07% | 27.44%-4.4pp | 43.79%-20.7pp | 29.39%-6.3pp |
| Employer contribution / active EE | $2,640 | $2,040+29.5% | $3,866-31.7% | $2,177+21.3% |
| Participant deferral / active EE | $7,062 | $3,538+99.6% | $4,937+43.0% | $3,514+101.0% |
| Admin fee / account holder | $8 | $609-98.6% | $9,704-99.9% | $847-99.0% |