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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $973,334 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $822,899 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TURST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $381,523 |
EARNEST PARTNERS, LLC1 year Filed as: EARNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $72,540 |
Filed as: QDRO CONSULTANTS COMPANY, LLC. Service code 16 307 PEARL ROAD · MEDINA, OH 44256 | Consulting | $6,600 |
DODGE & COX1 year Service code 27 · EIN 94-1441976 | Advisory (Plan) | $0 |
Filed as: GREAT WEST LIFE & ANNUITY INS CO Service code 15 | Recordkeeping | $0 |
LOOMIS SAYLES4+ years Service code 27 · EIN 04-3200060 | Advisory (Plan) | $0 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY INVEST MANAGEMENT Service code 27 · EIN 04-6956300 | Advisory (Plan) | $0 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON MANAGEMENT CO. LLP Service code 27 · EIN 04-2683227 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,237 | $96,540-15.9% | $67,313+20.7% | $73,367+10.7% |
| Participation rate | 57.2% | 65.8%-8.6pp | 69.1%-11.9pp | 69.5%-12.3pp |
| Annual return | 4.71% | -4.11%+8.8pp | -4.08%+8.8pp | 173.45%-168.7pp |
| Employer contribution / active EE | $429 | $4,087-89.5% | $2,566-83.3% | $2,499-82.8% |
| Participant deferral / active EE | $1,890 | $3,965-52.3% | $3,568-47.0% | $4,033-53.1% |
| Admin fee / account holder | $62 | $100-38.3% | $4,507-98.6% | $68-10.0% |