Filed December 22, 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 |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $215,074 |
CETERA ADVISOR NETWORKS LLC3 years Service code 27 · EIN 95-3845382 | Advisory (Plan) | $91,145 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS2 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
JANUS HENDERSON2 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS2 years Service code 52 · EIN 22-3468527 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD Service code 52 · EIN 23-1999755 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $70,130 | $127,218-44.9% | $392,568-82.1% | $77,775-9.8% |
| Participation rate | 79.9% | 82.0%-2.1pp | 78.1%+1.8pp | 73.2%+6.7pp |
| Annual return | 19.24% | 25.27%-6.0pp | 24.42%-5.2pp | 32.58%-13.3pp |
| Employer contribution / active EE | $1,563 | $3,064-49.0% | $3,783-58.7% | $2,504-37.6% |
| Participant deferral / active EE | $4,006 | $4,820-16.9% | $5,985-33.1% | $3,966+1.0% |
| Admin fee / account holder | $229 | $89+157.1% | $6,260-96.3% | $100+128.6% |