Filed August 5, 2006
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 13 · EIN 04-1590850 | Contract Administrator | $118,982 |
FIDUCIARYFIRST LLC1 year Service code 27 · EIN 20-5582309 | Advisory (Plan) | $84,836 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-6006886 | Indirect Investment Fees | $0 |
DODGE & COX2 years Service code 52 · EIN 94-6067274 | Indirect Investment Fees | $0 |
LORD ABBETT2 years Service code 52 · EIN 13-3731507 | Indirect Investment Fees | $0 |
PIMCO FUNDS2 years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD Service code 52 · EIN 23-1999755 | Indirect Investment Fees | $0 |
VICTORY2 years Service code 52 · EIN 31-6364605 | Indirect Investment Fees | $0 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $18,806-100.0% | $171,071-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 37.4%-37.4pp | 14.6%-14.6pp |
| Annual return | -3.74% | -1.00%-2.7pp | -3.19%-0.5pp | 10.56%-14.3pp |
| Employer contribution / active EE | $12,903 | $16,990-24.1% | $48,658-73.5% | $13,643-5.4% |
| Participant deferral / active EE | $0 | $22-100.0% | $273-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $211-100.0% | $5,129-100.0% | $3,354-100.0% |