Filed January 24, 2014 (most recent of 2 filings on file)
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 |
|---|---|---|
T ROWE PRICE RPS INC1+ years Filed as: T. ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $1,200 |
OPPENHEIMER1+ years Service code 28 · EIN 13-2527171 | Investment Management | $0 |
PIMCO FUNDS1+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $0 |
Filed as: PRUDENTIAL Service code 28 · EIN 22-3703799 | Investment Management | $0 |
Filed as: PRUDENTIAL JENNISON Service code 28 | Investment Management | $0 |
THORNBURG1+ years Service code 28 · EIN 85-0301299 | Investment Management | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $160,445 | $52,911+203.2% | $73,309+118.9% | $59,633+169.1% |
| Participation rate | 97.8% | 68.2%+29.6pp | 74.9%+22.9pp | 68.7%+29.1pp |
| Annual return | 2.39% | 12.20%-9.8pp | 5.67%-3.3pp | 2041.40%-2039.0pp |
| Employer contribution / active EE | $11,838 | $1,909+520.2% | $3,237+265.7% | $2,203+437.5% |
| Participant deferral / active EE | $10,073 | $4,069+147.5% | $4,991+101.8% | $3,192+215.6% |
| Admin fee / account holder | $13 | $3,835-99.7% | $5,635-99.8% | $4,297-99.7% |