Filed February 27, 2003
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 | $123,991 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 49 · EIN 81-4017317 | Other Services | $51,150 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 21 · EIN 04-1867445 | Bank Trustee | $48,262 |
MEKETA INVESTMENT GROUP1 year Filed as: MEKETA FIDUCIARY MANAGEMENT, LLC Service code 27 · EIN 47-2126910 | Advisory (Plan) | $34,549 |
ERNST & YOUNG LLP1 year Service code 50 · EIN 34-6565596 | Direct Payment | $19,000 |
WILLIS TOWERS WATSON US LLC3 years Filed as: TOWERS WATSON INVESTMENT Service code 27 · EIN 52-1868818 | Advisory (Plan) | $11,034 |
VAN IWAARDEN ASSOCIATES2 years Service code 50 · EIN 41-1894458 | Direct Payment | $10,065 |
Filed as: CHARLES SCHWAB & CO., INC Service code 59 · EIN 94-1737782 | Shareholder Servicing | $835 |
Service code 59 | Shareholder Servicing | $0 |
DIMENSIONAL FUND ADVISORS2 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,813 | $65,708+58.0% | $76,667+35.4% | $77,775+33.5% |
| Participation rate | 86.9% | 79.0%+8.0pp | 72.1%+14.8pp | 73.2%+13.7pp |
| Annual return | 2.24% | 49.86%-47.6pp | 1166.74%-1164.5pp | 32.58%-30.3pp |
| Employer contribution / active EE | $2,662 | $2,167+22.8% | $2,303+15.6% | $2,504+6.3% |
| Participant deferral / active EE | $0 | $3,254-100.0% | $3,336-100.0% | $3,966-100.0% |
| Admin fee / account holder | $62 | $91-31.6% | $6,423-99.0% | $100-37.9% |