Filed May 23, 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.
| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR1+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $2,808 |
T ROWE PRICE RPS INC1+ years Filed as: T. ROWE PRICE RPS INC. Service code 15 · EIN 52-1714114 | Recordkeeping | $1,123 |
OPPENHEIMER1+ years Filed as: OPPENHEIMER FUND Service code 28 · EIN 13-2527171 | Investment Management | $0 |
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 | $119,530 | $55,182+116.6% | $73,309+63.0% | $55,191+116.6% |
| Participation rate | 54.4% | 73.9%-19.6pp | 74.9%-20.5pp | 69.2%-14.8pp |
| Annual return | -0.32% | 8.55%-8.9pp | 5.67%-6.0pp | 10.78%-11.1pp |
| Employer contribution / active EE | $0 | $1,935-100.0% | $3,237-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $4,288 | $4,641-7.6% | $4,991-14.1% | $3,046+40.8% |
| Admin fee / account holder | $0 | $68-100.0% | $5,635-100.0% | $91-100.0% |