Filed February 3, 2005 (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.
| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES1+ years Service code 26 · EIN 94-3250323 | Advisory (Participants) | $2,587,218 |
CRAMER ROSENTHAL MCGLYNN LLC1+ years Service code 28 · EIN 13-3977282 | Investment Management | $940,910 |
DODGE & COX1+ years Service code 28 · EIN 94-1441976 | Investment Management | $880,289 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 18 · EIN 04-1867445 | Custodial (securities); Investment ma... | $788,580 |
GOLDMAN SACHS1+ years Filed as: GSAM STABLE VALUE, LLC Service code 28 · EIN 13-3575636 | Investment Management | $393,318 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $242,890 | $158,120+53.6% | $68,509+254.5% | $69,651+248.7% |
| Participation rate | 96.6% | 88.0%+8.6pp | 74.7%+21.9pp | 66.6%+30.1pp |
| Annual return | -0.56% | 3.41%-4.0pp | 8.27%-8.8pp | 53.77%-54.3pp |
| Employer contribution / active EE | $7,594 | $5,427+39.9% | $2,278+233.4% | $2,241+239.0% |
| Participant deferral / active EE | $12,926 | $7,897+63.7% | $3,382+282.2% | $3,635+255.6% |
| Admin fee / account holder | $240 | $74+225.9% | $5,275-95.5% | $63+279.5% |