Filed January 18, 2014
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2+ years Filed as: T ROWE PRICE RPS,INC Service code 15 · EIN 52-1309931 | Recordkeeping | $8,205 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
AB FUNDS2+ years Filed as: FUNDS NATIXIS Service code 28 | Investment Management | $0 |
HARBOR2+ years Filed as: HARBOR FUNDS Service code 28 · EIN 34-1953397 | Investment Management | $0 |
INVESCO2+ years Service code 28 1295 RAND RD · DES PLAINE, IL 60016 | Investment Management | $0 |
Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
LOOMIS SAYLES2+ years Filed as: LOOMIS-SAYLES NATIXIS Service code 28 · EIN 65-0696325 | Investment Management | $0 |
OAKMARK1 year Service code 28 · EIN 04-3276558 | Investment Management | $0 |
PIMCO FUNDS2+ years Filed as: PIMCO Service code 28 · EIN 20-2699715 | Investment Management | $0 |
T ROWE PRICE RPS INC2+ years Filed as: T ROWE PRICE FUNDS Service code 15 | Recordkeeping | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $40,634 | $63,905-36.4% | $74,184-45.2% | $57,658-29.5% |
| Participation rate | 77.9% | 79.8%-1.9pp | 76.6%+1.2pp | 70.2%+7.6pp |
| Annual return | 4.31% | 60.60%-56.3pp | 17.74%-13.4pp | 5.13%-0.8pp |
| Employer contribution / active EE | $608 | $1,840-67.0% | $2,370-74.3% | $1,974-69.2% |
| Participant deferral / active EE | $1,558 | $3,448-54.8% | $3,550-56.1% | $3,061-49.1% |
| Admin fee / account holder | $21 | $91-77.2% | $5,586-99.6% | $95-78.0% |