Filed December 22, 2004 (most recent of 2 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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $303,275 |
MERCER2 years Filed as: MERCER INVESTMENT CONSULTING, LLC Service code 31 · EIN 61-0736136 | Named fiduciary | $50,000 |
JF SHEA CO INC1 year Service code 28 · EIN 94-1530032 | Investment Management | $25,563 |
HEDMAN PARTNERS LLP4+ years Filed as: HEDMAN PARTNERS Service code 50 · EIN 95-4485080 | Direct Payment | $20,948 |
CHARLES SCHWAB & CO., INC.3 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $4,892 |
DIMENSIONAL FUND ADVISORS2 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-1151266 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD Service code 52 · EIN 23-2311358 | Indirect Investment Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,277 | $60,396+82.6% | $83,831+31.5% | $75,289+46.5% |
| Participation rate | 91.0% | 80.7%+10.3pp | 76.1%+14.9pp | 72.4%+18.6pp |
| Annual return | -2.81% | 3.84%-6.7pp | 850.99%-853.8pp | -0.04%-2.8pp |
| Employer contribution / active EE | $3,579 | $3,343+7.0% | $3,631-1.4% | $2,405+48.8% |
| Participant deferral / active EE | $6,940 | $2,922+137.5% | $4,082+70.0% | $3,739+85.6% |
| Admin fee / account holder | $134 | $141-5.1% | $5,479-97.6% | $102+31.0% |