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.
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| Provider | Service type | Compensation |
|---|---|---|
DODGE & COX6+ years Service code 28 · EIN 94-1441976 | Investment Management | $2,027,232 |
CRAMER ROSENTHAL MCGLYNN LLC6+ years Service code 28 · EIN 13-3977282 | Investment Management | $1,728,660 |
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT FINANCIAL ADVISORS LLC Service code 26 · EIN 82-1061233 | Advisory (Participants) | $1,537,558 |
GOLDMAN SACHS6+ years Filed as: GSAM STABLE VALUE, LLC Service code 28 · EIN 13-3575636 | Investment Management | $416,806 |
STATE STREET GLOBAL ADVISORS6+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 18 · EIN 04-1867445 | Trustee (directed); Float revenue; Cu... | $372,466 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $331,740 | $430,560-23.0% | $98,920+235.4% | $106,273+212.2% |
| Participation rate | 98.2% | 86.2%+12.0pp | 76.0%+22.2pp | 70.8%+27.4pp |
| Annual return | 13.03% | 17.89%-4.9pp | 196.47%-183.4pp | 21.70%-8.7pp |
| Employer contribution / active EE | $8,065 | $6,804+18.5% | $2,689+199.9% | $2,722+196.2% |
| Participant deferral / active EE | $13,258 | $9,623+37.8% | $4,245+212.3% | $4,601+188.1% |
| Admin fee / account holder | $248 | $220+12.7% | $6,643-96.3% | $78+217.0% |