Filed July 30, 1997 (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 |
|---|---|---|
FINANCIAL ENGINES7+ years Service code 26 · EIN 94-3250323 | Advisory (Participants) | $2,895,987 |
LOOMIS SAYLES7+ years Filed as: LOOMIS SAYLES & COMPANY LP Service code 28 · EIN 04-3200030 | Investment Management | $845,078 |
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE Service code 28 · EIN 52-0556948 | Investment Management | $792,031 |
JACKSON SQUARE PARTNERS7+ years Service code 28 · EIN 80-0945254 | Investment Management | $582,047 |
BLACKROCK7+ years Service code 28 · EIN 94-3112180 | Investment Management | $458,349 |
PIMCO FUNDS7+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $330,654 |
AB FUNDS7+ years Filed as: ALLIANCE BERNSTEIN Service code 27 · EIN 13-4064930 | Advisory (Plan) | $320,774 |
CHARLES SCHWAB & CO., INC.7+ years Filed as: CHARLES SCHWAB Service code 50 · EIN 94-1737782 | Direct Payment | $89,273 |
STATE STREET GLOBAL ADVISORS7+ years Service code 28 · EIN 04-3459714 | Investment Management | $77,224 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported that benefits due were not provided when due.
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 | $361,814 | $106,520+239.7% | $119,237+203.4% | $106,520+239.7% |
| Participation rate | 98.6% | 71.3%+27.3pp | 82.7%+15.9pp | 71.3%+27.3pp |
| Annual return | 14.54% | 19.28%-4.7pp | 30.70%-16.2pp | 19.28%-4.7pp |
| Employer contribution / active EE | $7,545 | $2,840+165.6% | $4,383+72.1% | $2,840+165.6% |
| Participant deferral / active EE | $13,424 | $4,948+171.3% | $6,112+119.6% | $4,948+171.3% |
| Admin fee / account holder | $371 | $75+398.2% | $7,229-94.9% | $75+398.2% |