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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
DIMENSIONAL FUND ADVISORS7+ years Filed as: DIMENSIONAL FUND ADVISORS LP Service code 28 · EIN 30-0447847 | Investment Management | $0 |
HARBOR7+ years Filed as: HARBOR CAPITAL ADVISORS INC Service code 28 · EIN 04-2679462 | Investment Management | $0 |
INVESCO4 years Filed as: INVESCO ADVISERS INC Service code 28 · EIN 76-0528004 | Investment Management | $0 |
JANUS HENDERSON4 years Filed as: JANUS CAPITAL LLC Service code 28 · EIN 43-1804048 | Investment Management | $0 |
INTECH INVESTMENT MANAGEMENT LLC7+ years Filed as: JANUS CAPITAL MANAGEMENT LLC Service code 28 | Investment Management | $0 |
JANUS HENDERSON1 year Filed as: JANUS HENDERSON INVESTORS US LLC Service code 28 151 DETROIT STREET · DENVER, CO 80206 | 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 |
VICTORY4 years Filed as: VICTORY CAPITAL INC. Service code 28 127 PUBLIC SQUARE · CLEVELAND, OH 44114 | Investment Management | $0 |
VICTORY4 years Filed as: VICTORY CAPITAL MANAGEMENT INC Service code 28 | Investment Management | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,639 | $118,337+44.2% | $189,534-10.0% | $93,010+83.5% |
| Participation rate | 99.9% | 89.1%+10.8pp | 87.8%+12.1pp | 73.9%+26.0pp |
| Annual return | 13.86% | 21.77%-7.9pp | 555.39%-541.5pp | 158.70%-144.8pp |
| Employer contribution / active EE | $5,697 | $4,204+35.5% | $6,162-7.6% | $2,705+110.6% |
| Participant deferral / active EE | $6,971 | $7,123-2.1% | $8,220-15.2% | $4,561+52.8% |
| Admin fee / account holder | $30 | $100-69.9% | $12,049-99.8% | $152-80.2% |