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 INC8+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $14,241 |
AMERICAN CENTURY4 years Filed as: AMERICAN CENTURY FUNDS Service code 28 · EIN 20-0623152 | Investment Management | $0 |
ARTISAN PARTNERS4 years Filed as: ARTISAN FUNDS Service code 28 · EIN 30-0551775 | Investment Management | $0 |
ARTISAN PARTNERS8+ years Service code 28 | Investment Management | $0 |
COHEN & STEERS2 years Filed as: COHEN & STEERS FUNDS Service code 28 · EIN 14-1904657 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS2 years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
Filed as: FIDELITY FUNDS Service code 28 · EIN 04-2647786 | Investment Management | $0 |
FRANKLIN TEMPLETON8+ years Filed as: FRANKLIN TEMPLETON FUNDS Service code 28 · EIN 13-2670991 | Investment Management | $0 |
GOLDMAN SACHS8+ years Filed as: GOLDMAN SACHS FUNDS Service code 28 · EIN 13-3575636 | Investment Management | $0 |
PARNASSUS5 years Filed as: PARNASSUS FUNDS Service code 28 · EIN 94-6579180 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,037 | $37,440+180.6% | $77,081+36.3% | $66,930+56.9% |
| Participation rate | 39.7% | 52.9%-13.2pp | 67.9%-28.3pp | 69.8%-30.2pp |
| Annual return | -19.81% | -3.26%-16.5pp | 42.33%-62.1pp | 1.57%-21.4pp |
| Employer contribution / active EE | $526 | $1,534-65.7% | $2,813-81.3% | $2,545-79.3% |
| Participant deferral / active EE | $2,210 | $2,620-15.6% | $4,428-50.1% | $4,238-47.8% |
| Admin fee / account holder | $100 | $568-82.5% | $5,427-98.2% | $593-83.2% |