Filed July 20, 2006 (most recent of 4 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 |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $1,561,878 |
Filed as: BNY MELLON Service code 52 · EIN 25-6078093 | Indirect Investment Fees | $0 |
CRM1 year Service code 52 · EIN 13-3156718 | Indirect Investment Fees | $0 |
DODGE & COX1 year Service code 52 · EIN 94-3390852 | Indirect Investment Fees | $0 |
EATON VANCE1 year Service code 52 · EIN 04-2325690 | Indirect Investment Fees | $0 |
Service code 52 · EIN 93-6274329 | Indirect Investment Fees | $0 |
PIMCO FUNDS1 year Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
PIONEER1 year Service code 52 · EIN 04-2652279 | Indirect Investment Fees | $0 |
SEI INVESTMENTS1 year Filed as: SEI INVESTMENTS COMPANY Service code 52 · EIN 46-2555386 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 52 · EIN 61-6434302 | Indirect Investment Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $65,734 | $112,134-41.4% | $149,721-56.1% | $80,976-18.8% |
| Participation rate | 96.0% | 87.3%+8.8pp | 87.1%+9.0pp | 68.3%+27.8pp |
| Annual return | 19.34% | 17.23%+2.1pp | 1501.67%-1482.3pp | 22.91%-3.6pp |
| Employer contribution / active EE | $2,756 | $3,991-31.0% | $5,444-49.4% | $2,402+14.7% |
| Participant deferral / active EE | $3,674 | $6,036-39.1% | $6,568-44.1% | $3,848-4.5% |
| Admin fee / account holder | $52 | $109-52.3% | $11,282-99.5% | $67-22.7% |