Filed May 28, 2008
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 |
|---|---|---|
HS MANAGEMENT PARTNERS, LLC2+ years Service code 51 · EIN 26-0335469 | Investment Mgmt Fees | $63,262 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JP MORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $58,591 |
US BANK2+ years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $50,770 |
NFP RETIREMENT INC2+ years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $48,478 |
BRANDES INVESTMENT PARTNERS2+ years Filed as: BRANDES INVESTMENT PARTNERS, LP Service code 28 · EIN 33-0704072 | Investment Management | $22,376 |
BLACKROCK2+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3122180 | Bank Trustee | $13,410 |
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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 | $0 | $32,487-100.0% | $115,507-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 38.4%-38.4pp | 42.8%-42.8pp | 1.8%-1.8pp |
| Annual return | 11.04% | 5.83%+5.2pp | 4.07%+7.0pp | 7.18%+3.9pp |
| Employer contribution / active EE | $10,700 | $11,683-8.4% | $45,149-76.3% | $13,095-18.3% |
| Participant deferral / active EE | $0 | $900-100.0% | $92-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $479-100.0% | $203,571-100.0% | $362-100.0% |