Filed October 22, 2008 (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 52 · EIN 04-1590850 | Indirect Investment Fees | $47,129 |
DWS FUNDS1 year Filed as: DEUTSCHE FUNDS Service code 52 · EIN 13-3241232 | Indirect Investment Fees | $0 |
HARBOR1 year Service code 52 · EIN 34-1953393 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 94-2362417 | Indirect Investment Fees | $0 |
Filed as: JOHN HANCOCK Service code 52 · EIN 04-3279774 | Indirect Investment Fees | $0 |
LEGG MASON1 year Service code 52 · EIN 95-2705767 | Indirect Investment Fees | $0 |
PRINCIPAL INVESTORS1 year Service code 52 · EIN 91-1801401 | Indirect Investment Fees | $0 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 52 · EIN 41-0449260 | Indirect Investment Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,135 | $44,989-26.3% | $170,435-80.6% | $77,958-57.5% |
| Participation rate | 90.6% | 64.6%+26.0pp | 83.6%+7.0pp | 71.6%+19.0pp |
| Annual return | 15.90% | 19.61%-3.7pp | 205.94%-190.0pp | 20.87%-5.0pp |
| Employer contribution / active EE | $1,082 | $1,466-26.2% | $5,432-80.1% | $2,310-53.2% |
| Participant deferral / active EE | $3,058 | $2,208+38.5% | $4,939-38.1% | $3,537-13.5% |
| Admin fee / account holder | $17 | $69-75.0% | $13,881-99.9% | $97-82.3% |