Filed October 19, 2004 (most recent of 3 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 |
|---|---|---|
BLACKROCK1 year Filed as: BLACKROCK ADVISORS, LLC Service code 28 · EIN 51-0318674 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS10+ years Filed as: DIMENSIONAL FUND ADVISORS LP Service code 28 · EIN 30-0447847 | Investment Management | $0 |
INVESCO10+ years Filed as: INVESCO ADVISERS, INC. Service code 28 · EIN 76-0528004 | Investment Management | $0 |
JANUS HENDERSON4 years Filed as: JANUS HENDERSON INVESTORS US LLC Service code 28 · EIN 43-1804048 | Investment Management | $0 |
VICTORY10+ years Filed as: VICTORY CAPITAL MANAGEMENT INC. Service code 28 15935 LA CANTERA PARKWAY BUILDING 2 · SAN ANTONIO, TX 78256 | Investment Management | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,683 | $122,585+44.1% | $184,256-4.1% | $200,096-11.7% |
| Participation rate | 99.6% | 86.9%+12.7pp | 86.8%+12.8pp | 72.0%+27.6pp |
| Annual return | 14.56% | 144.12%-129.6pp | 28.85%-14.3pp | 34.26%-19.7pp |
| Employer contribution / active EE | $6,115 | $4,571+33.8% | $6,427-4.9% | $3,038+101.3% |
| Participant deferral / active EE | $7,723 | $7,972-3.1% | $9,133-15.4% | $5,090+51.7% |
| Admin fee / account holder | $27 | $120-77.4% | $13,899-99.8% | $269-89.9% |