Filed April 7, 2014 (most recent of 3 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 | $41,455 |
AMERICAN REALTY ADVISORS3+ years Filed as: AMERICAN BEACON Service code 52 · EIN 75-2401150 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3+ years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
DOUBLELINE CAPITAL LP3+ years Filed as: DOUBLELINE FUNDS Service code 52 · EIN 39-1982827 | Indirect Investment Fees | $0 |
GOLDMAN SACHS3+ years Service code 52 · EIN 13-4166989 | Indirect Investment Fees | $0 |
JANUS HENDERSON1 year Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS3+ years Service code 52 · EIN 13-3040042 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.3+ years Filed as: VANGUARD Service code 52 · EIN 23-2439140 | Indirect Investment Fees | $0 |
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,521 | $111,608-48.5% | $177,848-67.7% | $73,412-21.6% |
| Participation rate | 99.1% | 87.9%+11.3pp | 87.7%+11.4pp | 72.2%+26.9pp |
| Annual return | 18.29% | 18.23%+0.1pp | 48.33%-30.0pp | 59.30%-41.0pp |
| Employer contribution / active EE | $2,199 | $3,796-42.1% | $5,919-62.9% | $2,234-1.6% |
| Participant deferral / active EE | $4,061 | $6,199-34.5% | $7,714-47.4% | $3,806+6.7% |
| Admin fee / account holder | $118 | $166-28.5% | $12,431-99.0% | $158-25.0% |