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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FMR LLC Service code 28 · EIN 04-3532603 | Investment Management | $62,075 |
DODGE & COX7+ years Service code 28 · EIN 94-1441976 | Investment Management | $54,174 |
GOLDMAN SACHS6 years Filed as: GOLDMAN SACHS ASSET MGMT Service code 28 · EIN 13-3575636 | Investment Management | $33,902 |
CALLAN ASSOCIATES7+ years Service code 16 · EIN 94-2192581 | Consulting | $33,881 |
THE BANK OF NEW YORK MELLON7+ years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Direct payment from the plan; Custodi... | $11,184 |
BLACKROCK7+ years Filed as: BLACKROCK INST TRUST CO. Service code 28 · EIN 94-3112180 | Investment Management | $10,339 |
Filed as: MELLON INVESTMENTS Service code 28 · EIN 25-1442864 | Investment Management | $10,217 |
AON CONSULTING4 years Filed as: AON CONSULTING INC. Service code 16 · EIN 22-2232264 | Consulting | $9,603 |
Filed as: STATE STREET BANK AND TRUST Service code 28 · EIN 04-1867445 | Investment Management | $7,184 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $125,665 | $72,303+73.8% | $86,717+44.9% | $64,829+93.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.6%+23.4pp | 71.5%+28.5pp |
| Annual return | -19.53% | 392.77%-412.3pp | 35.97%-55.5pp | 32.85%-52.4pp |
| Employer contribution / active EE | $0 | $2,393-100.0% | $2,837-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $0 | $4,660-100.0% | $4,657-100.0% | $4,312-100.0% |
| Admin fee / account holder | $313 | $174+80.1% | $7,494-95.8% | $188+66.8% |