Filed July 29, 2006 (most recent of 4 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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY PARTICIPANT ELECTED FEE Service code 37 · EIN 04-2647786 | Loan Processing | $1,659,000 |
Filed as: FIDELITY UNIVERSAL BASIC FEE Service code 37 · EIN 04-2647786 | Loan Processing | $1,526,000 |
FINANCIAL ENGINES3+ years Filed as: FINANCIAL ENGINES, INC. Service code 27 · EIN 94-3250323 | Advisory (Plan) | $646,000 |
RGA REINSURANCE COMPANY3+ years Service code 28 · EIN 43-1235868 | Investment Management | $331,000 |
BANK OF TOKYO3+ years Filed as: BANK OF TOKYO-MITSUBISHI UFJ Service code 28 · EIN 13-5611741 | Investment Management | $282,000 |
Filed as: PRUDENTIAL INSURANCE CO. OF AMERICA Service code 28 · EIN 22-1211670 | Investment Management | $262,000 |
BLACKROCK3+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT INC. Service code 21 · EIN 94-3112180 | Bank Trustee | $236,000 |
Filed as: TRANSAMERICA PREMIER LIFE INSURANCE Service code 28 · EIN 52-0419790 | Investment Management | $234,000 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 28 · EIN 27-4411131 | Investment Management | $162,000 |
GOLDMAN SACHS3+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 · EIN 04-3211048 | Investment Management | $144,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $145,584 | $104,862+38.8% | $90,161+61.5% | $80,976+79.8% |
| Participation rate | 60.1% | 78.9%-18.8pp | 76.9%-16.8pp | 68.3%-8.2pp |
| Annual return | -2.90% | 20.18%-23.1pp | 34.89%-37.8pp | 22.91%-25.8pp |
| Employer contribution / active EE | $1,648 | $2,724-39.5% | $3,318-50.3% | $2,402-31.4% |
| Participant deferral / active EE | $3,476 | $6,098-43.0% | $5,287-34.3% | $3,848-9.7% |
| Admin fee / account holder | $151 | $76+97.3% | $5,943-97.5% | $67+123.1% |