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 |
|---|---|---|
DIMENSIONAL FUND ADVISORS5+ years Filed as: DIMENSIONAL FUND ADVISORS LP Service code 28 · EIN 30-0447847 | Investment Management | $0 |
HARBOR5+ years Filed as: HARBOR CAPITAL ADVISORS INC Service code 28 · EIN 04-2679462 | Investment Management | $0 |
INVESCO2 years Filed as: INVESCO ADVISERS INC Service code 28 · EIN 76-0528004 | Investment Management | $0 |
JANUS HENDERSON2 years Filed as: JANUS CAPITAL LLC Service code 28 · EIN 43-1804048 | Investment Management | $0 |
INTECH INVESTMENT MANAGEMENT LLC5+ years Filed as: JANUS CAPITAL MANAGEMENT LLC Service code 28 | Investment Management | $0 |
OAK RIDGE INVESTMENTS, LLC2 years Filed as: OAK RIDGE INVESTMENTS LLC Service code 28 | Investment Management | $0 |
OAK RIDGE INVESTMENTS, LLC5+ years Service code 28 P.O. BOX 701 · MILWAUKEE, WI 532010701 | Investment Management | $0 |
VICTORY2 years Filed as: VICTORY CAPITAL INC. Service code 28 127 PUBLIC SQUARE · CLEVELAND, OH 44114 | Investment Management | $0 |
VICTORY2 years Filed as: VICTORY CAPITAL MANAGEMENT INC Service code 28 | Investment Management | $0 |
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 | $142,798 | $95,776+49.1% | $162,185-12.0% | $77,775+83.6% |
| Participation rate | 99.9% | 88.6%+11.3pp | 87.6%+12.4pp | 73.2%+26.7pp |
| Annual return | 22.07% | 37.03%-15.0pp | 115.61%-93.5pp | 32.58%-10.5pp |
| Employer contribution / active EE | $5,137 | $3,874+32.6% | $5,613-8.5% | $2,504+105.2% |
| Participant deferral / active EE | $6,085 | $6,125-0.7% | $7,297-16.6% | $3,966+53.4% |
| Admin fee / account holder | $47 | $88-46.6% | $10,844-99.6% | $100-53.2% |