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 84-0467907 | Indirect Investment Fees | $1,527,806 |
THE BANK OF NEW YORK MELLON5 years Filed as: BNY MELLON Service code 52 · EIN 25-6078093 | Indirect Investment Fees | $0 |
CRM5 years Service code 52 · EIN 84-0996383 | Indirect Investment Fees | $0 |
DODGE & COX5 years Service code 52 · EIN 94-6067274 | Indirect Investment Fees | $0 |
EATON VANCE5 years Service code 52 · EIN 04-2325690 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
Service code 52 · EIN 93-6274329 | Indirect Investment Fees | $0 |
PIMCO FUNDS5 years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
PIONEER5 years Service code 52 · EIN 04-2652279 | Indirect Investment Fees | $0 |
SEI INVESTMENTS5 years Filed as: SEI INVESTMENTS COMPANY Service code 52 · EIN 26-1933300 | 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 | $101,324 | $143,889-29.6% | $189,534-46.5% | $106,520-4.9% |
| Participation rate | 94.3% | 89.1%+5.1pp | 87.8%+6.4pp | 71.3%+22.9pp |
| Annual return | 18.25% | 17.38%+0.9pp | 555.39%-537.1pp | 19.28%-1.0pp |
| Employer contribution / active EE | $4,228 | $4,416-4.3% | $6,162-31.4% | $2,840+48.8% |
| Participant deferral / active EE | $5,384 | $7,575-28.9% | $8,220-34.5% | $4,948+8.8% |
| Admin fee / account holder | $54 | $98-45.1% | $12,049-99.6% | $75-27.6% |