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 ADVISORS6+ years Filed as: DIMENSIONAL FUND ADVISORS LP Service code 28 · EIN 30-0447847 | Investment Management | $0 |
HARBOR6+ years Filed as: HARBOR CAPITAL ADVISORS INC Service code 28 · EIN 04-2679462 | Investment Management | $0 |
INVESCO3 years Filed as: INVESCO ADVISERS INC Service code 28 · EIN 76-0528004 | Investment Management | $0 |
JANUS HENDERSON3 years Filed as: JANUS CAPITAL LLC Service code 28 · EIN 43-1804048 | Investment Management | $0 |
INTECH INVESTMENT MANAGEMENT LLC6+ years Filed as: JANUS CAPITAL MANAGEMENT LLC Service code 28 | Investment Management | $0 |
Filed as: NORTH SQUARE INVESTMENTS, LLC Service code 28 10 SOUTH LASALLE ST, SUITE 1925 · CHICAGO, IL 60603 | Investment Management | $0 |
Filed as: NORTH SQUARE OAK RIDGE SMALL CAP GR Service code 28 | Investment Management | $0 |
VICTORY3 years Filed as: VICTORY CAPITAL INC. Service code 28 127 PUBLIC SQUARE · CLEVELAND, OH 44114 | Investment Management | $0 |
VICTORY3 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 | $159,177 | $110,699+43.8% | $177,839-10.5% | $90,274+76.3% |
| Participation rate | 99.9% | 88.3%+11.5pp | 87.7%+12.1pp | 73.4%+26.5pp |
| Annual return | 16.91% | 22.79%-5.9pp | 48.33%-31.4pp | 53.97%-37.1pp |
| Employer contribution / active EE | $5,273 | $4,118+28.0% | $5,919-10.9% | $2,523+109.0% |
| Participant deferral / active EE | $6,316 | $6,731-6.2% | $7,714-18.1% | $4,231+49.3% |
| Admin fee / account holder | $28 | $90-68.6% | $12,432-99.8% | $114-75.2% |