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 & COX7+ years Service code 28 · EIN 94-1441976 | Investment Management | $2,209,049 |
ALIGHT SOLUTIONS LLC2 years Filed as: ALIGHT FINANCIAL ADVISORS LLC Service code 26 · EIN 82-1061233 | Advisory (Participants) | $1,954,629 |
BLACKROCK1 year Service code 21 · EIN 94-3112180 | Bank Trustee | $1,079,662 |
Service code 28 · EIN 81-4017137 | Investment Management | $595,699 |
GOLDMAN SACHS7+ years Filed as: GSAM STABLE VALUE, LLC Service code 28 · EIN 13-3575636 | Investment Management | $433,864 |
CRAMER ROSENTHAL MCGLYNN LLC7+ years Service code 28 · EIN 13-3977282 | Investment Management | $317,122 |
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 | $370,735 | $239,209+55.0% | $106,554+247.9% | $106,520+248.0% |
| Participation rate | 99.5% | 89.6%+9.9pp | 76.1%+23.3pp | 71.3%+28.1pp |
| Annual return | 15.84% | 17.49%-1.6pp | 26.80%-11.0pp | 19.28%-3.4pp |
| Employer contribution / active EE | $17,147 | $6,641+158.2% | $2,819+508.2% | $2,840+503.7% |
| Participant deferral / active EE | $14,201 | $9,673+46.8% | $4,398+222.9% | $4,948+187.0% |
| Admin fee / account holder | $268 | $95+182.4% | $7,408-96.4% | $75+260.1% |