Filed April 6, 2004 (most recent of 4 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 |
|---|---|---|
AON CONSULTING5 years Filed as: AON HEWITT INVESTMENT CONSULTANTS Service code 27 · EIN 36-2235791 | Advisory (Plan) | $805,409 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $639,588 |
JPMORGAN INVEST HOLDINGS LLC5 years Filed as: JP MORGAN CHASE BANK NA Service code 24 · EIN 13-4994650 | Discretionary Trustee | $325,801 |
GOLDMAN SACHS5 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT LP Service code 19 · EIN 13-3575636 | Securities Custodian | $293,755 |
Filed as: PARAMETRIC PORTFOLIO ASSOCIATES Service code 19 · EIN 20-0292745 | Securities Custodian | $202,998 |
NORTHERN TRUST COMPANY6 years Filed as: NORTHERN TRUST INVESTMENT INC Service code 28 · EIN 36-1561860 | Investment Management | $131,662 |
FIDUCIARY COUNSELORS INC.5 years Service code 28 · EIN 22-3709903 | Investment Management | $93,000 |
STATE STREET GLOBAL ADVISORS5 years Filed as: STATE STREET GLOBAL ADVISOR TRUST C Service code 19 · EIN 81-4017137 | Securities Custodian | $32,517 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,576 | $51,728+312.9% | $80,793+164.4% | $106,520+100.5% |
| Participation rate | 46.5% | 33.9%+12.6pp | 54.2%-7.7pp | 71.3%-24.9pp |
| Annual return | 17.92% | 32.29%-14.4pp | 87.33%-69.4pp | 19.28%-1.4pp |
| Employer contribution / active EE | $1,591 | $460+246.2% | $1,160+37.2% | $2,840-44.0% |
| Participant deferral / active EE | $2,716 | $1,076+152.4% | $2,144+26.7% | $4,948-45.1% |
| Admin fee / account holder | $130 | $80+61.2% | $3,375-96.2% | $75+73.8% |