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 |
|---|---|---|
ARTISAN PARTNERS1 year Filed as: ARTISAN PARTNERS LIMITED PARTNERSHI Service code 28 · EIN 30-0551775 | Investment Management | $7,550,059 |
PIMCO FUNDS6+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $2,609,933 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $2,095,242 |
DIMENSIONAL FUND ADVISORS6+ years Service code 28 · EIN 30-0447847 | Investment Management | $1,269,308 |
Service code 37 · EIN 04-2647786 | Loan Processing | $718,407 |
RUSSELL TRUST COMPANY6+ years Filed as: RUSSELL INVESTMENTS Service code 28 · EIN 91-1175092 | Investment Management | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $283,649 | $139,618+103.2% | $100,540+182.1% | $106,273+166.9% |
| Participation rate | 94.8% | 83.2%+11.6pp | 79.4%+15.4pp | 70.8%+24.0pp |
| Annual return | 34.06% | 22.24%+11.8pp | 30.90%+3.2pp | 21.70%+12.4pp |
| Employer contribution / active EE | $7,193 | $3,379+112.9% | $3,419+110.4% | $2,722+164.2% |
| Participant deferral / active EE | $20,862 | $8,459+146.6% | $6,272+232.6% | $4,601+353.4% |
| Admin fee / account holder | $19 | $91-79.6% | $8,082-99.8% | $78-76.3% |