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 |
|---|---|---|
OPPENHEIMER2+ years Filed as: OPPENHEIMER FUND Service code 28 · EIN 13-2527171 | Investment Management | $0 |
T ROWE PRICE RPS INC2+ 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.
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 | $78,651 | $51,244+53.5% | $80,977-2.9% | $55,167+42.6% |
| Participation rate | 67.4% | 71.7%-4.3pp | 75.8%-8.5pp | 69.0%-1.6pp |
| Annual return | 6.00% | 17.39%-11.4pp | 17.11%-11.1pp | 169.23%-163.2pp |
| Employer contribution / active EE | $26 | $1,770-98.5% | $3,715-99.3% | $1,963-98.7% |
| Participant deferral / active EE | $2,686 | $4,418-39.2% | $5,696-52.8% | $3,054-12.0% |
| Admin fee / account holder | $0 | $398-100.0% | $5,517-100.0% | $504-100.0% |