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 |
|---|---|---|
MORNINGSTAR2+ years Service code 26 22 WEST WASHINGTON ST · CHICAGO, IL 60602 | Advisory (Participants) | $852 |
T ROWE PRICE RPS INC2+ years Filed as: T. ROWE PRICE RPS INC Service code 15 · EIN 52-1714114 | Recordkeeping | $341 |
OPPENHEIMER2+ years Filed as: OPPENHEIMER FUND Service code 28 · EIN 13-2527171 | Investment Management | $0 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE RPS INC. Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $26,966 | $51,244-47.4% | $80,977-66.7% | $55,167-51.1% |
| Participation rate | 58.8% | 71.7%-12.9pp | 75.8%-17.0pp | 69.0%-10.2pp |
| Annual return | 5.26% | 17.39%-12.1pp | 17.11%-11.8pp | 169.23%-164.0pp |
| Employer contribution / active EE | $165 | $1,770-90.7% | $3,715-95.6% | $1,963-91.6% |
| Participant deferral / active EE | $1,200 | $4,418-72.8% | $5,696-78.9% | $3,054-60.7% |
| Admin fee / account holder | $0 | $398-100.0% | $5,517-100.0% | $504-100.0% |