Filed January 26, 2009 (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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASST GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $445,459 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $407,369 |
NORTHERN TRUST COMPANY3+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $327,425 |
ERNST & YOUNG LLP2 years Service code 10 · EIN 34-6565596 | Accounting | $45,080 |
Service code 49 · EIN 34-1820650 | Other Services | $5,400 |
DODGE & COX1 year Service code 27 · EIN 94-1441976 | Advisory (Plan) | $0 |
LOOMIS SAYLES3+ years Service code 27 · EIN 04-3200030 | Advisory (Plan) | $0 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY INVEST MANAGEMENT Service code 27 · EIN 04-6956300 | Advisory (Plan) | $0 |
WELLINGTON TRUST COMPANY3+ years Filed as: WELLINGTON MANAGEMENT CO LLP Service code 27 · EIN 04-2683227 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,396 | $65,292+210.0% | $71,671+182.4% | $77,958+159.6% |
| Participation rate | 94.8% | 67.4%+27.4pp | 68.7%+26.1pp | 71.6%+23.2pp |
| Annual return | 20.81% | 21.25%-0.4pp | 20.65%+0.2pp | 20.87%-0.1pp |
| Employer contribution / active EE | $3,054 | $2,085+46.5% | $2,460+24.1% | $2,310+32.2% |
| Participant deferral / active EE | $7,920 | $3,008+163.3% | $3,438+130.4% | $3,537+123.9% |
| Admin fee / account holder | $144 | $84+70.0% | $5,558-97.4% | $97+47.5% |