Filed March 29, 2008 (most recent of 2 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 |
|---|---|---|
WILLIAM BLAIR7 years Filed as: WILLIAM BLAIR & COMPANY LLC Service code 27 · EIN 13-2624428 | Advisory (Plan) | $94,167 |
JPMORGAN INVEST HOLDINGS LLC9+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $68,907 |
FORVIS MAZARS, LLP1 year Service code 10 · EIN 13-2624428 | Accounting | $11,665 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,609 | $104,697-33.5% | $96,544-27.9% | $80,160-13.2% |
| Participation rate | 97.8% | 86.4%+11.4pp | 76.0%+21.8pp | 72.9%+24.9pp |
| Annual return | 16.03% | 21.78%-5.8pp | 25.84%-9.8pp | 40.38%-24.4pp |
| Employer contribution / active EE | $1,237 | $3,536-65.0% | $2,965-58.3% | $2,978-58.5% |
| Participant deferral / active EE | $3,165 | $6,188-48.9% | $4,851-34.8% | $5,017-36.9% |
| Admin fee / account holder | $101 | $107-5.0% | $8,252-98.8% | $145-30.1% |