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 ADVISORS8+ years Filed as: DIMENSIONAL FUND ADVISORS LP Service code 28 · EIN 30-0447847 | Investment Management | $0 |
HARBOR8+ years Filed as: HARBOR CAPITAL ADVISORS INC Service code 28 · EIN 04-2679462 | Investment Management | $0 |
INVESCO5 years Filed as: INVESCO ADVISERS INC Service code 28 · EIN 76-0528004 | Investment Management | $0 |
JANUS HENDERSON5 years Filed as: JANUS CAPITAL LLC Service code 28 · EIN 43-1804048 | Investment Management | $0 |
INTECH INVESTMENT MANAGEMENT LLC8+ years Filed as: JANUS CAPITAL MANAGEMENT LLC Service code 28 | Investment Management | $0 |
JANUS HENDERSON2 years 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 |
VICTORY5 years Filed as: VICTORY CAPITAL INC. Service code 28 127 PUBLIC SQUARE · CLEVELAND, OH 44114 | Investment Management | $0 |
VICTORY5 years Filed as: VICTORY CAPITAL MANAGEMENT INC Service code 28 | Investment Management | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,174 | $95,918+38.8% | $151,634-12.2% | $77,906+70.9% |
| Participation rate | 99.9% | 88.7%+11.2pp | 87.5%+12.4pp | 73.7%+26.2pp |
| Annual return | -16.46% | -5.50%-11.0pp | 3.32%-19.8pp | 12.16%-28.6pp |
| Employer contribution / active EE | $5,528 | $4,330+27.7% | $6,165-10.3% | $2,846+94.2% |
| Participant deferral / active EE | $6,726 | $7,508-10.4% | $8,363-19.6% | $4,805+40.0% |
| Admin fee / account holder | $29 | $93-69.0% | $11,614-99.8% | $133-78.2% |