Filed January 12, 2006 (most recent of 3 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 |
|---|---|---|
RUSSELL TRUST COMPANY10+ years Filed as: RUSSELL INVESTMENTS Service code 28 · EIN 91-1175092 | Investment Management | $13,313,150 |
ARTISAN PARTNERS5 years Filed as: ARTISAN PARTNERS LIMITED PARTNERSHI Service code 28 · EIN 30-0551775 | Investment Management | $9,583,450 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $3,520,925 |
PIMCO FUNDS10+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $2,102,164 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,503,512 |
DIMENSIONAL FUND ADVISORS10+ years Service code 28 · EIN 30-0447847 | Investment Management | $1,367,280 |
Service code 28 · EIN 13-4194623 | Investment Management | $820,837 |
ARIEL INVESTMENTS, LLC2 years Filed as: ARIEL INVESTMENTS Service code 28 · EIN 02-0712418 | Investment Management | $328,560 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $369,032 | $167,668+120.1% | $100,415+267.5% | $106,553+246.3% |
| Participation rate | 95.5% | 87.6%+7.9pp | 81.5%+13.9pp | 69.8%+25.6pp |
| Annual return | 21.04% | 18.33%+2.7pp | 49.47%-28.4pp | 17.37%+3.7pp |
| Employer contribution / active EE | $9,360 | $4,908+90.7% | $3,943+137.4% | $3,359+178.7% |
| Participant deferral / active EE | $24,163 | $11,427+111.5% | $8,091+198.6% | $5,562+334.4% |
| Admin fee / account holder | $181 | $94+93.4% | $7,906-97.7% | $80+127.8% |