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.
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 |
|---|---|---|
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 | Trustee (directed); Investment manage... | $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% |