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 | $1,379,294 |
THE BANK OF NEW YORK MELLON4 years Filed as: BNY MELLON Service code 52 · EIN 25-6078093 | Indirect Investment Fees | $0 |
CRM4 years Service code 52 · EIN 84-0996383 | Indirect Investment Fees | $0 |
DODGE & COX4 years Service code 52 · EIN 94-6067274 | Indirect Investment Fees | $0 |
EATON VANCE4 years Service code 52 · EIN 04-2325690 | Indirect Investment Fees | $0 |
Service code 52 · EIN 93-6274329 | Indirect Investment Fees | $0 |
PIMCO FUNDS4 years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
PIONEER4 years Service code 52 · EIN 04-2652279 | Indirect Investment Fees | $0 |
SEI INVESTMENTS4 years Filed as: SEI INVESTMENTS COMPANY Service code 52 · EIN 46-2555386 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC4 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 | $89,128 | $139,268-36.0% | $177,839-49.9% | $106,273-16.1% |
| Participation rate | 96.2% | 91.6%+4.6pp | 87.7%+8.5pp | 70.8%+25.4pp |
| Annual return | 15.97% | 17.20%-1.2pp | 48.33%-32.4pp | 21.70%-5.7pp |
| Employer contribution / active EE | $4,025 | $4,832-16.7% | $5,919-32.0% | $2,722+47.9% |
| Participant deferral / active EE | $5,077 | $7,227-29.7% | $7,714-34.2% | $4,601+10.3% |
| Admin fee / account holder | $50 | $97-48.9% | $12,432-99.6% | $78-36.8% |