Filed December 14, 2015 (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 | $50,099 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS4 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
DODGE & COX4 years Service code 52 · EIN 94-6067274 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
JANUS HENDERSON4 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT2 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
PIONEER4 years Service code 52 · EIN 04-2652279 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC4 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-1784828 | Indirect Investment Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,378 | $111,608-2.0% | $177,848-38.5% | $73,412+49.0% |
| Participation rate | 98.1% | 87.9%+10.2pp | 87.7%+10.4pp | 72.2%+25.9pp |
| Annual return | 15.41% | 18.23%-2.8pp | 48.33%-32.9pp | 59.30%-43.9pp |
| Employer contribution / active EE | $4,360 | $3,796+14.9% | $5,919-26.3% | $2,234+95.2% |
| Participant deferral / active EE | $4,180 | $6,199-32.6% | $7,714-45.8% | $3,806+9.8% |
| Admin fee / account holder | $104 | $166-37.5% | $12,431-99.2% | $158-34.4% |