Filed April 3, 2000 (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 16 · EIN 04-2647786 | Consulting | $664,738 |
AFFILIATED MANAGERS GROUP5+ years Service code 60 PO BOX 9793 · PROVIDENCE, RI 02940 | Sub-TA Fees | $0 |
BLACKROCK2 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO NA Service code 28 · EIN 47-1246942 | Investment Management | $0 |
DODGE & COX5+ years Service code 60 PO BOX 219432 · KANSAS CITY, MO 64121 | Sub-TA Fees | $0 |
Filed as: FIDELITY INVESTMENT INSTITUTIONAL Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY MANAGEMENT TRUST CO Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
HARBOR1 year Filed as: HARBOR FUNDS Service code 60 111 SOUTH WACKER DRIVE · CHICAGO, IL 606064302 | Sub-TA Fees | $0 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: JP MORGAN CHASE BANK Service code 60 270 PARK AVENUE · NEW YORK, NY 10017 | Sub-TA Fees | $0 |
Filed as: LEGAL & GENERAL INVESTMENT MGMT Service code 60 · EIN 35-7085469 | Sub-TA Fees | $0 |
OAKMARK3 years Service code 60 PO BOX 219432 · KANSAS CITY, MO 64121 | Sub-TA Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,093 | $127,218-21.3% | $392,568-74.5% | $77,787+28.7% |
| Participation rate | 96.4% | 82.0%+14.4pp | 78.1%+18.4pp | 73.2%+23.2pp |
| Annual return | -27.41% | 25.27%-52.7pp | 24.42%-51.8pp | 32.57%-60.0pp |
| Employer contribution / active EE | $3,060 | $3,064-0.1% | $3,783-19.1% | $2,504+22.2% |
| Participant deferral / active EE | $5,419 | $4,820+12.4% | $5,985-9.5% | $3,967+36.6% |
| Admin fee / account holder | $128 | $89+43.8% | $6,260-98.0% | $100+27.9% |