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 INC7 years Filed as: T ROWE PRICE RPS,INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $9,100 |
BLACKROCK5 years Filed as: BLACKROCK FUNDS Service code 28 · EIN 04-6171663 | Investment Management | $0 |
FEDERATED5 years Filed as: FEDERATED FUNDS Service code 28 · EIN 25-1111467 | Investment Management | $0 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY9 years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
LOOMIS SAYLES7 years Filed as: LOOMIS - SAYLES - NATIXIS Service code 28 | Investment Management | $0 |
LOOMIS SAYLES10+ years Filed as: LOOMIS-SAYLES NATIXIS Service code 28 · EIN 65-0696325 | Investment Management | $0 |
MFS INVESTMENT MANAGEMENT5 years Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
OAKMARK9 years Service code 28 · EIN 04-3276558 | Investment Management | $0 |
PIMCO FUNDS10+ years Filed as: PIMCO Service code 28 · EIN 20-2699715 | 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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,289 | $88,890-35.6% | $102,423-44.1% | $77,643-26.2% |
| Participation rate | 83.4% | 80.9%+2.5pp | 76.5%+6.9pp | 70.6%+12.9pp |
| Annual return | 12.59% | 24.98%-12.4pp | 29.32%-16.7pp | 31.24%-18.7pp |
| Employer contribution / active EE | $813 | $2,698-69.9% | $3,023-73.1% | $2,726-70.2% |
| Participant deferral / active EE | $1,921 | $5,145-62.7% | $5,053-62.0% | $4,647-58.7% |
| Admin fee / account holder | $29 | $235-87.7% | $9,451-99.7% | $430-93.3% |