Filed June 2, 2004
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 INC7 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $265,122 |
BEACON POINTE ADVISORS LLC2 years Filed as: AM BEACON FUNDS Service code 28 · EIN 75-2401150 | Investment Management | $0 |
AMERICAN REALTY ADVISORS6 years Filed as: AMERICAN BEACON FUNDS Service code 28 | Investment Management | $0 |
AMERICAN FUNDS6 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
BLACKROCK2 years Service code 28 · EIN 04-6171663 | Investment Management | $0 |
BLACKROCK6 years Filed as: BLACKROCK FUNDS Service code 28 | Investment Management | $0 |
COHEN & STEERS2 years Service code 28 · EIN 14-1904657 | Investment Management | $0 |
COLUMBIA6 years Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
NUVEEN5 years Filed as: NUVEEN FUNDS Service code 28 · EIN 41-1418224 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,626 | $2,703,213-93.8% | $165,100+2.1% | $200,096-15.7% |
| Participation rate | 36.2% | 78.4%-42.2pp | 78.6%-42.4pp | 72.0%-35.8pp |
| Annual return | 14.17% | 17.97%-3.8pp | 70.21%-56.0pp | 34.26%-20.1pp |
| Employer contribution / active EE | $1,707 | $2,973-42.6% | $4,348-60.8% | $3,038-43.8% |
| Participant deferral / active EE | $2,551 | $5,021-49.2% | $6,035-57.7% | $5,090-49.9% |
| Admin fee / account holder | $32 | $1,999-98.4% | $12,696-99.7% | $269-88.1% |