Filed December 29, 1992
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 INC2 years Filed as: T ROWE PRICE ASSET MGMT INC Service code 28 · EIN 52-0556948 | Investment Management | $1,188,517 |
BLACKROCK3 years Service code 28 · EIN 94-3112180 | Investment Management | $999,116 |
FINANCIAL ENGINES2 years Filed as: EDELMAN FINANCIAL ENGINES, LLC Service code 28 · EIN 94-3250323 | Investment Management | $987,825 |
T ROWE PRICE RPS INC3 years Filed as: T. ROWE PRICE ASSOCIATES, INC. Service code 15 · EIN 52-1714114 | Recordkeeping | $898,204 |
Filed as: PRUDENTIAL TRUST COMPANY Service code 28 · EIN 23-6994310 | Investment Management | $782,964 |
Service code 28 · EIN 30-0016268 | Investment Management | $709,455 |
NORTHERN TRUST COMPANY7+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $450,692 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET BANK & TRUST CO. Service code 19 · EIN 04-1867445 | Securities Custodian | $151,286 |
MERCER2 years Filed as: MERCER INVESTMENTS LLC Service code 28 · EIN 30-0282430 | Investment Management | $145,000 |
PRICEWATERHOUSECOOPERS LLP7+ years Service code 11 · EIN 13-4008324 | Actuarial | $125,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,196 | $106,520+112.4% | $453,569-50.1% | $106,520+112.4% |
| Participation rate | 96.1% | 71.3%+24.8pp | 78.0%+18.1pp | 71.3%+24.8pp |
| Annual return | 17.14% | 19.28%-2.1pp | 64.43%-47.3pp | 19.28%-2.1pp |
| Employer contribution / active EE | $7,599 | $2,840+167.5% | $4,072+86.6% | $2,840+167.5% |
| Participant deferral / active EE | $14,162 | $4,948+186.2% | $6,211+128.0% | $4,948+186.2% |
| Admin fee / account holder | $232 | $75+211.0% | $11,214-97.9% | $75+211.0% |