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 |
|---|---|---|
OPPENHEIMER1+ years Filed as: OPPENHEIMER FUND Service code 28 · EIN 13-2527171 | Investment Management | $0 |
T ROWE PRICE RPS INC1+ years Filed as: T. ROWE PRICE RPS INC Service code 15 · EIN 52-1714114 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $78,934 | $48,313+63.4% | $73,309+7.7% | $52,331+50.8% |
| Participation rate | 59.7% | 68.6%-8.8pp | 74.9%-15.2pp | 68.1%-8.4pp |
| Annual return | 2.07% | 3.85%-1.8pp | 5.67%-3.6pp | 4.54%-2.5pp |
| Employer contribution / active EE | $22 | $1,661-98.7% | $3,237-99.3% | $1,882-98.8% |
| Participant deferral / active EE | $2,533 | $4,189-39.5% | $4,991-49.2% | $3,022-16.2% |
| Admin fee / account holder | $0 | $404-100.0% | $5,635-100.0% | $592-100.0% |