Filed May 5, 2008 (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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RS INVESTMENT MANAGEMENT CO. LLC Service code 51 · EIN 94-3321067 | Investment Mgmt Fees | $180,395 |
Filed as: GREAT-WEST FINANCIAL PRS LLC Service code 15 · EIN 71-0930784 | Recordkeeping | $127,794 |
GOLDMAN SACHS1 year Service code 51 · EIN 13-3575636 | Investment Mgmt Fees | $84,574 |
PIMCO FUNDS1 year Filed as: PIMCO Service code 51 · EIN 33-0629048 | Investment Mgmt Fees | $83,555 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $79,056 |
STATE STREET GLOBAL ADVISORS2+ years Service code 51 · EIN 06-1313175 | Investment Mgmt Fees | $67,699 |
Filed as: J.P. MORGAN CHASE BANK, N.A. Service code 52 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $51,926 | $38,963+33.3% | $71,793-27.7% | $329,111-84.2% |
| Participation rate | 20.1% | 53.8%-33.7pp | 69.1%-49.0pp | 67.9%-47.8pp |
| Annual return | 7.47% | 9.85%-2.4pp | 78.04%-70.6pp | 16.35%-8.9pp |
| Employer contribution / active EE | $13 | $758-98.3% | $1,924-99.3% | $2,303-99.5% |
| Participant deferral / active EE | $766 | $1,286-40.4% | $2,794-72.6% | $3,682-79.2% |
| Admin fee / account holder | $17 | $50-65.6% | $4,815-99.6% | $754-97.7% |