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 COMPANY7+ years Filed as: RUSSELL INVESTMENTS Service code 28 · EIN 91-1175092 | Investment Management | $11,649,384 |
ARTISAN PARTNERS2 years Filed as: ARTISAN PARTNERS LIMITED PARTNERSHI Service code 28 · EIN 30-0551775 | Investment Management | $11,117,543 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $2,869,380 |
PIMCO FUNDS7+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $2,609,933 |
DIMENSIONAL FUND ADVISORS7+ years Service code 28 · EIN 30-0447847 | Investment Management | $2,037,136 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,014,293 |
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 | $322,382 | $159,295+102.4% | $108,421+197.3% | $106,520+202.6% |
| Participation rate | 94.4% | 85.5%+8.9pp | 80.1%+14.3pp | 71.3%+23.1pp |
| Annual return | 21.77% | 17.79%+4.0pp | 905.61%-883.8pp | 19.28%+2.5pp |
| Employer contribution / active EE | $7,925 | $3,803+108.4% | $3,560+122.7% | $2,840+179.0% |
| Participant deferral / active EE | $20,467 | $9,392+117.9% | $6,564+211.8% | $4,948+313.7% |
| Admin fee / account holder | $173 | $99+75.0% | $7,298-97.6% | $75+131.8% |