Filed January 18, 2006 (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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FMR LLC Service code 28 · EIN 04-3532603 | Investment Management | $123,461 |
SHORELINE INVESTMENT MGMT CO3+ years Service code 28 · EIN 77-0534201 | Investment Management | $117,375 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Custodial (other than securities); Di... | $85,164 |
DODGE & COX3+ years Service code 28 · EIN 94-1441976 | Investment Management | $70,014 |
Service code 28 · EIN 04-2647786 | Investment Management | $62,148 |
GOLDMAN SACHS2 years Filed as: GOLDMAN SACHS ASSET MGMT Service code 28 · EIN 13-3575636 | Investment Management | $32,626 |
MOSS ADAMS LLP3+ years Service code 10 · EIN 91-0189318 | Accounting | $22,135 |
CALLAN ASSOCIATES3+ years Service code 16 · EIN 94-2192581 | Consulting | $15,004 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON Service code 16 · EIN 53-0181291 | Consulting | $12,165 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: SSGA GLOBAL Service code 28 · EIN 04-1867445 | Investment Management | $9,817 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,501 | $65,118+106.6% | $76,767+75.2% | $55,725+141.4% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.0%+23.0pp | 70.9%+29.1pp |
| Annual return | -2.18% | -1.27%-0.9pp | 2.43%-4.6pp | 244.93%-247.1pp |
| Employer contribution / active EE | $0 | $1,941-100.0% | $2,485-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $0 | $3,688-100.0% | $3,852-100.0% | $3,356-100.0% |
| Admin fee / account holder | $542 | $116+367.6% | $6,675-91.9% | $115+370.4% |