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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $1,895,135 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON Service code 52 · EIN 25-6078093 | Indirect Investment Fees | $0 |
CRM2 years Service code 52 · EIN 84-0996383 | Indirect Investment Fees | $0 |
DODGE & COX2 years Service code 52 · EIN 94-6067274 | Indirect Investment Fees | $0 |
EATON VANCE2 years Service code 52 · EIN 04-2325690 | Indirect Investment Fees | $0 |
MORLEY FINANCIAL SERVICES INC2 years Service code 52 · EIN 93-6274329 | Indirect Investment Fees | $0 |
PIMCO FUNDS2 years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
PIONEER2 years Service code 52 · EIN 04-2652279 | Indirect Investment Fees | $0 |
SEI INVESTMENTS2 years Filed as: SEI INVESTMENTS COMPANY Service code 52 · EIN 46-2555386 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC2 years 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,853 | $96,381-36.9% | $140,016-56.5% | $73,367-17.1% |
| Participation rate | 96.1% | 90.1%+6.0pp | 87.5%+8.6pp | 69.5%+26.6pp |
| Annual return | -5.40% | -4.30%-1.1pp | 651.12%-656.5pp | 173.45%-178.8pp |
| Employer contribution / active EE | $3,123 | $4,168-25.1% | $5,606-44.3% | $2,499+25.0% |
| Participant deferral / active EE | $4,185 | $6,186-32.4% | $6,927-39.6% | $4,033+3.8% |
| Admin fee / account holder | $66 | $100-33.6% | $10,705-99.4% | $68-3.0% |