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) | $1,021,962 |
Filed as: GREAT-WEST LIFE & ANNIUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $776,510 |
NORTHERN TRUST COMPANY5+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $110,744 |
ERNST & YOUNG LLP1 year Filed as: ERNST AND YOUNG Service code 10 · EIN 34-6565596 | Accounting | $48,450 |
Service code 16 307 PEARL ROAD · MEDINA, OH 44256 | Consulting | $9,300 |
DODGE & COX2 years Service code 27 · EIN 94-1441976 | Advisory (Plan) | $0 |
LOOMIS SAYLES5+ years Service code 27 · EIN 04-3200030 | Advisory (Plan) | $0 |
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 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,891 | $106,734-18.6% | $75,906+14.5% | $89,609-3.0% |
| Participation rate | 62.5% | 65.6%-3.1pp | 69.3%-6.7pp | 69.6%-7.0pp |
| Annual return | 18.37% | 24.20%-5.8pp | 30.73%-12.4pp | 33.65%-15.3pp |
| Employer contribution / active EE | $402 | $3,939-89.8% | $2,501-83.9% | $2,584-84.4% |
| Participant deferral / active EE | $1,803 | $3,965-54.5% | $3,604-50.0% | $4,222-57.3% |
| Admin fee / account holder | $57 | $80-29.4% | $5,421-99.0% | $72-21.0% |