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 INC4+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $21,024 |
AMERICAN CENTURY1 year Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 28 · EIN 20-0623152 | Investment Management | $0 |
AMERICAN FUNDS2 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
ARTISAN PARTNERS4+ years Service code 28 · EIN 30-0551775 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
FRANKLIN TEMPLETON4+ years Service code 28 · EIN 13-2670991 | Investment Management | $0 |
GOLDMAN SACHS4+ years Filed as: GOLDMAN SACHS FUNDS Service code 28 · EIN 13-3575636 | Investment Management | $0 |
HENNESSY1 year Filed as: HENNESSY FUNDS Service code 28 7250 REDWOOD BOULEVARD · NOVATO, CA 94945 | Investment Management | $0 |
PARNASSUS1 year Filed as: PARNASSUS FUNDS Service code 28 · EIN 94-6579180 | Investment Management | $0 |
PIMCO FUNDS4+ years Service code 28 · EIN 33-0629048 | 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).
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 | $92,812 | $33,067+180.7% | $76,523+21.3% | $56,287+64.9% |
| Participation rate | 46.9% | 55.4%-8.4pp | 68.0%-21.0pp | 69.9%-22.9pp |
| Annual return | -3.02% | 2.72%-5.7pp | -0.27%-2.8pp | -9.96%+6.9pp |
| Employer contribution / active EE | $540 | $1,200-55.0% | $2,647-79.6% | $2,111-74.4% |
| Participant deferral / active EE | $2,196 | $2,240-2.0% | $3,835-42.8% | $3,350-34.5% |
| Admin fee / account holder | $146 | $537-72.8% | $4,848-97.0% | $521-72.0% |