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 COMPANY8+ years Filed as: RUSSELL INVESTMENTS Service code 28 · EIN 91-1175092 | Investment Management | $10,402,223 |
ARTISAN PARTNERS3 years Filed as: ARTISAN PARTNERS LIMITED PARTNERSHI Service code 28 · EIN 30-0551775 | Investment Management | $9,977,726 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $3,849,225 |
PIMCO FUNDS8+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $2,484,732 |
DIMENSIONAL FUND ADVISORS8+ years Service code 28 · EIN 30-0447847 | Investment Management | $1,127,620 |
Service code 37 · EIN 04-2647786 | Loan Processing | $920,640 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $237,681 | $125,578+89.3% | $86,460+174.9% | $89,433+165.8% |
| Participation rate | 94.3% | 86.1%+8.2pp | 80.3%+14.0pp | 71.3%+23.0pp |
| Annual return | -21.64% | -16.42%-5.2pp | 4399.82%-4421.5pp | -11.88%-9.8pp |
| Employer contribution / active EE | $8,169 | $4,137+97.4% | $3,771+116.7% | $3,021+170.4% |
| Participant deferral / active EE | $20,765 | $9,976+108.1% | $6,954+198.6% | $5,125+305.2% |
| Admin fee / account holder | $117 | $94+23.8% | $6,727-98.3% | $79+46.9% |