Filed December 17, 1992
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 INC10+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $28,742 |
AMERICAN CENTURY6 years Filed as: AMERICAN CENTURY FUNDS Service code 28 · EIN 20-0623152 | Investment Management | $0 |
AMERICAN CENTURY7 years Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 28 | Investment Management | $0 |
ARTISAN PARTNERS6 years Filed as: ARTISAN FUNDS Service code 28 · EIN 30-0551775 | Investment Management | $0 |
Filed as: BRIDGEWAY FUNDS Service code 28 20 GREENWAY PLAZA · HOUSTON, TX 77046 | Investment Management | $0 |
COHEN & STEERS4 years Filed as: COHEN & STEERS FUNDS Service code 28 · EIN 14-1904657 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS4 years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY FUNDS Service code 28 · EIN 04-2647786 | Investment Management | $0 |
FRANKLIN TEMPLETON10+ years Service code 28 | Investment Management | $0 |
FRANKLIN TEMPLETON10+ years Filed as: FRANKLIN TEMPLETON FUNDS Service code 28 · EIN 13-2670991 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $97,016 | $45,123+115.0% | $85,240+13.8% | $74,478+30.3% |
| Participation rate | 40.2% | 49.4%-9.2pp | 67.5%-27.4pp | 67.2%-27.0pp |
| Annual return | 12.49% | 26.32%-13.8pp | 66.75%-54.3pp | 1370.56%-1358.1pp |
| Employer contribution / active EE | $681 | $1,459-53.3% | $2,735-75.1% | $2,626-74.1% |
| Participant deferral / active EE | $2,693 | $2,736-1.6% | $4,527-40.5% | $4,350-38.1% |
| Admin fee / account holder | $200 | $2,215-91.0% | $6,165-96.8% | $1,946-89.7% |