Filed June 8, 2009
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 81-0448832 | Plan Administrator | $111,856 |
Service code 28 · EIN 13-3089070 | Investment Management | $23,737 |
LOOMIS SAYLES1+ years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $22,735 |
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 27 · EIN 13-5674085 | Advisory (Plan) | $17,612 |
DENVER INVESTMENTS1+ years Service code 28 · EIN 84-1284659 | Investment Management | $12,782 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK N.A. Service code 19 · EIN 94-1347393 | Securities Custodian | $12,754 |
EIDE BAILLY LLP1+ years Service code 10 · EIN 45-0250958 | Accounting | $9,795 |
CHRISTENSEN FULTON & FILZ, PLLC1+ years Service code 29 · EIN 43-1991556 | Legal | $8,862 |
Filed as: WHV INVESTMENTS INC. Service code 28 · EIN 91-1631301 | Investment Management | $8,224 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $25,405 | $50,498-49.7% | $75,784-66.5% | $55,191-54.0% |
| Participation rate | 100.0% | 69.4%+30.6pp | 75.8%+24.2pp | 69.2%+30.8pp |
| Annual return | 0.31% | 1.80%-1.5pp | 9.68%-9.4pp | 10.78%-10.5pp |
| Employer contribution / active EE | $3,818 | $2,291+66.7% | $3,323+14.9% | $1,899+101.1% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $3,652-100.0% | $3,046-100.0% |
| Admin fee / account holder | $388 | $123+215.5% | $5,300-92.7% | $91+327.6% |