Filed September 28, 1999 (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 |
|---|---|---|
BOSTON PARTNERS1 year Filed as: BOSTON PARTNERS GLOBAL INVSTRS, INC Service code 28 · EIN 98-0202744 | Investment Management | $99,027 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $47,892 |
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 | $379,586 | $165,320+129.6% | $102,184+271.5% | $165,320+129.6% |
| Participation rate | 96.8% | 81.8%+15.0pp | 82.6%+14.2pp | 81.8%+15.0pp |
| Annual return | 12.15% | 12.93%-0.8pp | 31.58%-19.4pp | 12.93%-0.8pp |
| Employer contribution / active EE | $4,892 | $4,428+10.5% | $3,594+36.1% | $4,428+10.5% |
| Participant deferral / active EE | $13,119 | $7,228+81.5% | $8,309+57.9% | $7,228+81.5% |
| Admin fee / account holder | $339 | $137+146.5% | $11,609-97.1% | $137+146.5% |