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 INC3 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $8,830 |
ALLIANZ GLOBAL INVESTORS1 year Filed as: ALLIANZ GROUP Service code 28 · EIN 02-0639354 | Investment Management | $0 |
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN BEACON FUNDS Service code 28 · EIN 75-2401150 | Investment Management | $0 |
AMERICAN CENTURY1 year Filed as: AMERICAN CENTURY INVESTMENT MANAGER Service code 28 · EIN 81-5301656 | Investment Management | $0 |
AMERICAN FUNDS2 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
ARTISAN PARTNERS1 year Filed as: ARTISAN FUNDS Service code 28 · EIN 30-0551775 | Investment Management | $0 |
BLACKROCK2 years Filed as: BLACKROCK FUNDS Service code 28 · EIN 04-6171663 | Investment Management | $0 |
COHEN & STEERS2 years Filed as: COHEN & STEERS FUNDS Service code 28 · EIN 14-1904657 | Investment Management | $0 |
COLUMBIA2 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 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $86,191 | $78,419+9.9% | $133,971-35.7% | $73,412+17.4% |
| Participation rate | 73.0% | 78.6%-5.6pp | 79.8%-6.8pp | 72.2%+0.9pp |
| Annual return | 21.45% | 33.35%-11.9pp | 45.09%-23.6pp | 59.30%-37.8pp |
| Employer contribution / active EE | $2,981 | $2,044+45.9% | $3,919-23.9% | $2,234+33.5% |
| Participant deferral / active EE | $4,196 | $3,925+6.9% | $5,047-16.9% | $3,806+10.3% |
| Admin fee / account holder | $7 | $161-95.6% | $8,929-99.9% | $158-95.5% |