Filed June 14, 2008 (most recent of 6 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 |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $34,669 |
AMANA MUTUAL FUNDS2 years Service code 52 · EIN 35-6447892 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
CRM2 years Service code 52 · EIN 84-0996383 | Indirect Investment Fees | $0 |
DOUBLELINE CAPITAL LP2 years Filed as: DOUBLELINE FUNDS Service code 52 · EIN 39-1982827 | Indirect Investment Fees | $0 |
NATIXIS FUNDS2 years Service code 52 · EIN 52-2257782 | Indirect Investment Fees | $0 |
PIMCO FUNDS2 years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD Service code 52 · EIN 23-2311358 | Indirect Investment Fees | $0 |
Filed as: VOYA FUNDS Service code 52 · EIN 95-4516049 | Indirect Investment Fees | $0 |
WASATCH ADVISORS2 years Service code 52 · EIN 87-0319391 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,629 | $45,382+5.0% | $154,110-69.1% | $75,289-36.7% |
| Participation rate | 43.2% | 65.9%-22.7pp | 83.0%-39.8pp | 72.4%-29.2pp |
| Annual return | 49.77% | -0.47%+50.2pp | 735.22%-685.5pp | -0.04%+49.8pp |
| Employer contribution / active EE | $772 | $1,533-49.7% | $5,298-85.4% | $2,405-67.9% |
| Participant deferral / active EE | $1,086 | $2,384-54.4% | $5,081-78.6% | $3,739-70.9% |
| Admin fee / account holder | $63 | $89-28.9% | $13,412-99.5% | $102-37.9% |