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 ASSET GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $532,004 |
NORTHERN TRUST COMPANY7+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $278,051 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $239,489 |
Filed as: STRATEGIC BENEFIT ADVISORS, INC. Service code 16 · EIN 03-0415817 | Consulting | $62,500 |
ERNST & YOUNG LLP4 years Filed as: ERNST & YOUNG US LLP Service code 10 · EIN 34-6565596 | Accounting | $59,000 |
DODGE & COX5 years Service code 27 · EIN 94-1441976 | Advisory (Plan) | $0 |
HOLLAND & KNIGHT2 years Service code 27 · EIN 59-0663819 | Advisory (Plan) | $0 |
LOOMIS SAYLES7+ years Service code 27 · EIN 04-3200030 | Advisory (Plan) | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY INVESTMENT MANAGEMEN 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 |
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 | $289,477 | $78,339+269.5% | $85,708+237.7% | $93,010+211.2% |
| Participation rate | 98.1% | 72.5%+25.6pp | 69.9%+28.2pp | 73.9%+24.2pp |
| Annual return | 16.72% | 21.17%-4.5pp | 21.49%-4.8pp | 158.70%-142.0pp |
| Employer contribution / active EE | $3,534 | $2,560+38.0% | $2,618+35.0% | $2,705+30.6% |
| Participant deferral / active EE | $8,882 | $3,882+128.8% | $3,922+126.4% | $4,561+94.7% |
| Admin fee / account holder | $126 | $104+21.0% | $6,876-98.2% | $152-17.1% |