Filed December 8, 2004 (most recent of 2 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 |
|---|---|---|
SHEPARD SCHWARTZ & HARRIS LLP1+ years Filed as: SHEPARD KAPLAN LLC Service code 28 · EIN 83-0368447 | Investment Management | $1,683,727 |
XEROX CORPORATION1+ years Filed as: XEROX Service code 15 · EIN 04-3609848 | Recordkeeping | $1,562,437 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 21 · EIN 04-1867445 | Bank Trustee | $1,179,697 |
FINANCIAL SOLUTIONS MIDWEST, LLC1+ years Filed as: FINANCIAL SOLUTIONS, INC. Service code 28 · EIN 73-1478975 | Investment Management | $1,116,621 |
H.E. BUTT GROCERY1+ years Service code 14 · EIN 74-0537175 | Plan Administrator | $694,954 |
GOLDMAN SACHS1+ years Filed as: GRT CAPITAL PARTNERS Service code 28 · EIN 04-3565812 | Investment Management | $457,390 |
HILLCREST ASSET MANAGEMENT1+ years Service code 28 · EIN 26-0741657 | Investment Management | $337,463 |
Filed as: HOISINGTON INVESTMENT MANAGEMENT CO Service code 28 · EIN 74-2126765 | Investment Management | $311,753 |
THE MITCHELL GROUP1+ years Service code 28 · EIN 76-0278678 | Investment Management | $283,048 |
VINSON & ELKINS LLP1+ years Filed as: VINSON AND ELKINS LLP Service code 29 · EIN 74-1183015 | Legal | $267,554 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,679 | $36,004+51.9% | $64,101-14.7% | $69,651-21.5% |
| Participation rate | 57.8% | 47.3%+10.6pp | 68.2%-10.3pp | 66.6%-8.7pp |
| Annual return | -2.87% | 4.26%-7.1pp | 791.27%-794.1pp | 53.77%-56.6pp |
| Employer contribution / active EE | $982 | $617+59.3% | $1,820-46.0% | $2,241-56.2% |
| Participant deferral / active EE | $1,757 | $1,166+50.6% | $2,822-37.7% | $3,635-51.7% |
| Admin fee / account holder | $277 | $49+465.7% | $4,499-93.8% | $63+337.9% |