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 |
|---|---|---|
NORTHERN TRUST COMPANY6+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $649,262 |
Filed as: ADVISED ASSET GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $515,910 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $265,087 |
CREDIT SUISSE1 year Filed as: CREDIT SUISSE FIRST BOSTON CORP Service code 33 ELEVEN MADISON AVE · NEW YORK, NY 10010 | Securities brokerage | $0 |
DODGE & COX4 years Service code 27 · EIN 94-1441976 | Advisory (Plan) | $0 |
HOLLAND & KNIGHT1 year Service code 27 · EIN 59-0663819 | Advisory (Plan) | $0 |
LOOMIS SAYLES6+ years Service code 27 · EIN 04-3200030 | Advisory (Plan) | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY INVESTMENT MANAGEMEN Service code 27 · EIN 04-6956300 | Advisory (Plan) | $0 |
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON MANAGEMENT CO, LLP Service code 27 · EIN 04-2683227 | Advisory (Plan) | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $255,584 | $74,462+243.2% | $81,988+211.7% | $90,274+183.1% |
| Participation rate | 97.3% | 69.7%+27.6pp | 69.3%+28.0pp | 73.4%+24.0pp |
| Annual return | 13.96% | 17.56%-3.6pp | 41.32%-27.4pp | 53.97%-40.0pp |
| Employer contribution / active EE | $3,256 | $2,334+39.5% | $2,499+30.3% | $2,523+29.0% |
| Participant deferral / active EE | $8,559 | $3,602+137.6% | $3,723+129.9% | $4,231+102.3% |
| Admin fee / account holder | $169 | $98+72.3% | $5,666-97.0% | $114+48.0% |