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 COMPANY9+ years Filed as: RUSSELL INVESTMENTS Service code 28 · EIN 91-1175092 | Investment Management | $11,182,983 |
ARTISAN PARTNERS4 years Filed as: ARTISAN PARTNERS LIMITED PARTNERSHI Service code 28 · EIN 30-0551775 | Investment Management | $8,435,639 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $3,809,251 |
PIMCO FUNDS9+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $2,774,791 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,335,179 |
DIMENSIONAL FUND ADVISORS9+ years Service code 28 · EIN 30-0447847 | Investment Management | $1,199,469 |
Service code 28 · EIN 13-4194623 | Investment Management | $730,474 |
ARIEL INVESTMENTS, LLC1 year Filed as: ARIEL INVESTMENTS Service code 28 · EIN 02-0712418 | Investment Management | $287,530 |
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 | $309,091 | $141,418+118.6% | $94,677+226.5% | $96,393+220.7% |
| Participation rate | 95.5% | 86.8%+8.7pp | 80.8%+14.7pp | 71.3%+24.2pp |
| Annual return | 30.07% | 21.96%+8.1pp | 156.95%-126.9pp | 22.88%+7.2pp |
| Employer contribution / active EE | $9,295 | $4,361+113.2% | $3,673+153.0% | $3,239+187.0% |
| Participant deferral / active EE | $23,559 | $10,695+120.3% | $7,418+217.6% | $5,455+331.9% |
| Admin fee / account holder | $126 | $82+53.2% | $7,222-98.3% | $74+70.9% |