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 ENGINES3+ years Service code 26 · EIN 94-3250323 | Advisory (Participants) | $2,408,900 |
DODGE & COX3+ years Service code 28 · EIN 94-1441976 | Investment Management | $2,231,269 |
CRAMER ROSENTHAL MCGLYNN LLC3+ years Service code 28 · EIN 13-3977282 | Investment Management | $2,007,682 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 18 · EIN 04-1867445 | Custodial (securities); Trustee (dire... | $856,800 |
GOLDMAN SACHS3+ years Filed as: GSAM STABLE VALUE, LLC Service code 28 · EIN 13-3575636 | Investment Management | $380,486 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $288,558 | $187,373+54.0% | $91,004+217.1% | $80,976+256.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 75.6%+24.4pp | 68.3%+31.7pp |
| Annual return | 14.50% | 16.95%-2.4pp | 4.60%+9.9pp | 22.91%-8.4pp |
| Employer contribution / active EE | $7,344 | $5,838+25.8% | $2,456+199.1% | $2,402+205.7% |
| Participant deferral / active EE | $12,562 | $8,375+50.0% | $3,548+254.1% | $3,848+226.4% |
| Admin fee / account holder | $334 | $91+265.0% | $5,417-93.8% | $67+394.5% |