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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $85,236 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 15 · EIN 81-4017317 | Recordkeeping | $50,991 |
MEKETA INVESTMENT GROUP2 years Filed as: MEKETA FIDUCIARY MANAGEMENT, LLC Service code 27 · EIN 47-2126910 | Advisory (Plan) | $50,268 |
ERNST & YOUNG LLP2 years Service code 50 · EIN 34-6565596 | Direct Payment | $22,954 |
VAN IWAARDEN ASSOCIATES3 years Service code 50 · EIN 41-1894458 | Direct Payment | $6,218 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO., INC Service code 59 · EIN 94-1737782 | Shareholder Servicing | $569 |
CHARLES SCHWAB & CO., INC.2 years Service code 59 | Shareholder Servicing | $0 |
DIMENSIONAL FUND ADVISORS3 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
DODGE & COX3 years Service code 52 · EIN 94-6067274 | Indirect Investment Fees | $0 |
HARBOR3 years Service code 52 · EIN 34-1953393 | Indirect Investment Fees | $0 |
Participant contribution per participant 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 | $112,413 | $72,066+56.0% | $81,726+37.5% | $90,274+24.5% |
| Participation rate | 85.4% | 78.9%+6.5pp | 72.0%+13.4pp | 73.4%+12.1pp |
| Annual return | 13.87% | 15.92%-2.1pp | 29.49%-15.6pp | 53.97%-40.1pp |
| Employer contribution / active EE | $2,556 | $2,335+9.5% | $4,311-40.7% | $2,523+1.3% |
| Participant deferral / active EE | $0 | $3,557-100.0% | $7,108-100.0% | $4,231-100.0% |
| Admin fee / account holder | $57 | $92-38.5% | $5,160-98.9% | $114-50.1% |