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.
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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 | $3,995 |
ALLIANZ GLOBAL INVESTORS1 year Filed as: ALLIANZ Service code 28 · EIN 02-0639354 | Investment Management | $0 |
BLACKROCK1 year Filed as: BLACKROCK FUNDS Service code 28 · EIN 04-6171663 | Investment Management | $0 |
COLUMBIA6+ years Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
FEDERATED1 year Filed as: FEDERATED FUNDS Service code 28 · EIN 25-1111467 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
HARBOR1 year Filed as: HARBOR CAPITAL Service code 28 · EIN 04-2679462 | Investment Management | $0 |
INVESCO6+ years Service code 28 · EIN 26-4521338 | Investment Management | $0 |
JANUS HENDERSON1 year Filed as: JANUS FUNDS Service code 28 · EIN 43-1804048 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $57,164 | $79,519-28.1% | $95,964-40.4% | $73,412-22.1% |
| Participation rate | 73.8% | 81.2%-7.3pp | 77.1%-3.3pp | 72.2%+1.7pp |
| Annual return | 13.03% | 19.20%-6.2pp | 91.64%-78.6pp | 59.30%-46.3pp |
| Employer contribution / active EE | $406 | $2,048-80.2% | $2,541-84.0% | $2,234-81.8% |
| Participant deferral / active EE | $1,421 | $4,138-65.7% | $4,167-65.9% | $3,806-62.7% |
| Admin fee / account holder | $7 | $184-96.1% | $6,797-99.9% | $158-95.4% |