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 | $1,774,515 |
THE BANK OF NEW YORK MELLON3 years Filed as: BNY MELLON Service code 52 · EIN 25-6078093 | Indirect Investment Fees | $0 |
CRM3 years Service code 52 · EIN 84-0996383 | Indirect Investment Fees | $0 |
DODGE & COX3 years Service code 52 · EIN 94-6067274 | Indirect Investment Fees | $0 |
EATON VANCE3 years Service code 52 · EIN 04-2325690 | Indirect Investment Fees | $0 |
Service code 52 · EIN 93-6274329 | Indirect Investment Fees | $0 |
PIMCO FUNDS3 years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
PIONEER3 years Service code 52 · EIN 04-2652279 | Indirect Investment Fees | $0 |
SEI INVESTMENTS3 years Filed as: SEI INVESTMENTS COMPANY Service code 52 · EIN 46-2555386 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC3 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,368 | $121,259-37.0% | $162,185-52.9% | $89,609-14.8% |
| Participation rate | 96.1% | 90.0%+6.0pp | 87.6%+8.5pp | 69.6%+26.5pp |
| Annual return | 24.93% | 22.23%+2.7pp | 115.61%-90.7pp | 33.65%-8.7pp |
| Employer contribution / active EE | $3,623 | $4,435-18.3% | $5,613-35.5% | $2,584+40.2% |
| Participant deferral / active EE | $4,458 | $6,620-32.7% | $7,297-38.9% | $4,222+5.6% |
| Admin fee / account holder | $63 | $101-37.6% | $10,844-99.4% | $72-12.1% |