Filed August 3, 2006 (most recent of 7 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.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2+ years Filed as: T. ROWE PRICE RET. PLAN SERVICES Service code 15 · EIN 52-1714114 | Recordkeeping | $618,230 |
BLACKROCK2+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT, INC Service code 19 · EIN 13-3806691 | Securities Custodian | $563,896 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 28 · EIN 04-0025081 | Investment Management | $453,695 |
Filed as: FMR, LLC Service code 28 · EIN 04-2647786 | Investment Management | $362,300 |
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: EPOCH INVESTMENT PARTNERS, INC. Service code 28 · EIN 20-1003862 | Investment Management | $268,762 |
NORTHERN TRUST COMPANY1 year Filed as: THE NORTHERN TRUST COMPANY Service code 27 · EIN 36-1561860 | Advisory (Plan) | $138,542 |
THE BANK OF NEW YORK MELLON2+ years Filed as: MELLON CAPITAL MANAGEMENT CORP Service code 28 · EIN 25-1442864 | Investment Management | $135,847 |
Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $89,441 |
MERCER1 year Service code 16 · EIN 13-2834414 | Consulting | $35,030 |
NEPC, LLC2+ years Service code 28 · EIN 26-1429809 | Investment Management | $18,342 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $103,376-100.0% | $87,100-100.0% | $152,861-100.0% |
| Participation rate | 0.0% | 79.3%-79.3pp | 76.9%-76.9pp | 82.4%-82.4pp |
| Annual return | 20.47% | 28.10%-7.6pp | 28.19%-7.7pp | 345.32%-324.8pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,521-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,049-100.0% | $5,850-100.0% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |