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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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% |