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.
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 |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $51,177 |
DWS FUNDS2 years Service code 52 · EIN 13-3241232 | Indirect Investment Fees | $0 |
HARBOR3 years Service code 52 · EIN 34-1953393 | Indirect Investment Fees | $0 |
INVESCO3 years 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 MASON3 years Service code 52 · EIN 95-2705767 | Indirect Investment Fees | $0 |
PRINCIPAL INVESTORS3 years Service code 52 · EIN 91-1801401 | Indirect Investment Fees | $0 |
Filed as: TRANSAMERICA Service code 52 · EIN 59-2649014 | Indirect Investment Fees | $0 |
Filed as: WCM INVESTMENT MANAGEMENT Service code 52 · EIN 39-1657495 | Indirect Investment Fees | $0 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO Service code 52 · EIN 41-0449260 | Indirect Investment Fees | $0 |
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 | $41,902 | $47,456-11.7% | $172,753-75.7% | $77,775-46.1% |
| Participation rate | 91.8% | 66.3%+25.5pp | 82.6%+9.1pp | 73.2%+18.6pp |
| Annual return | 20.81% | 35.57%-14.8pp | 803.00%-782.2pp | 32.58%-11.8pp |
| Employer contribution / active EE | $1,527 | $1,574-3.0% | $5,144-70.3% | $2,504-39.0% |
| Participant deferral / active EE | $3,571 | $2,560+39.5% | $5,198-31.3% | $3,966-10.0% |
| Admin fee / account holder | $19 | $81-76.8% | $13,956-99.9% | $100-81.3% |