Filed July 10, 2003 (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 |
|---|---|---|
AON CONSULTING3+ years Filed as: AON HEWITT Service code 15 · EIN 22-2232264 500 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $9,376 |
Service code 28 · EIN 04-3370184 101 MISSION · SAN FRANCISCO, CA 94105 | Investment Management | $9,181 |
JACKSON SQUARE PARTNERS1 year Service code 28 · EIN 80-0945254 101 CALIFORNIA STREET · SAN FRANCISCO, CA 94111 | Investment Management | $8,088 |
LSV ASSET MANAGEMENT3+ years Service code 28 · EIN 23-2772200 155 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $6,401 |
IRIDIAN ASSET MANAGEMENT, LLC3+ years Filed as: IRIDIAN Service code 28 · EIN 06-1439577 276 POST ROAD WEST · WESTPORT, CT 06880 | Investment Management | $5,825 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,095 | $63,156+52.2% | $122,354-21.5% | $62,293+54.3% |
| Participation rate | 81.1% | 60.0%+21.1pp | 71.6%+9.5pp | 69.5%+11.6pp |
| Annual return | 21.41% | 20.61%+0.8pp | 30.28%-8.9pp | 28.90%-7.5pp |
| Employer contribution / active EE | $5,454 | $1,385+293.9% | $4,051+34.6% | $2,042+167.1% |
| Participant deferral / active EE | $6,604 | $2,321+184.5% | $3,287+100.9% | $3,169+108.4% |
| Admin fee / account holder | $0 | $440-100.0% | $5,479-100.0% | $479-100.0% |