Filed July 21, 2010
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 | $247,764 |
Filed as: AM BEACON SMALL CAP VAL Y Service code 28 | Investment Management | $0 |
AMERICAN REALTY ADVISORS3 years Filed as: AMERICAN BEACON FUNDS Service code 28 · EIN 75-2401150 | Investment Management | $0 |
BUFFALO FUNDS1 year Filed as: BUFFALO DISCOVERY Service code 28 | Investment Management | $0 |
COLUMBIA4+ years Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
AB FUNDS1 year Filed as: COLUMBIA LARGE CAP INDEX INSTL Service code 28 | Investment Management | $0 |
COLUMBIA1 year Filed as: COLUMBIA SELECT MID CAP VAL I Service code 28 | Investment Management | $0 |
DODGE & COX4+ years Service code 28 · EIN 94-1441976 | Investment Management | $0 |
DODGE & COX1 year Filed as: DODGE & COX INCOME FUND Service code 28 | Investment Management | $0 |
DODGE & COX1 year Filed as: DODGE & COX INTL STOCK Service code 28 | Investment Management | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $29,551 | $37,196-20.6% | $154,107-80.8% | $55,725-47.0% |
| Participation rate | 89.3% | 64.1%+25.2pp | 83.0%+6.2pp | 70.9%+18.4pp |
| Annual return | -0.96% | 1319.68%-1320.6pp | 735.12%-736.1pp | 244.93%-245.9pp |
| Employer contribution / active EE | $2,152 | $1,614+33.3% | $5,298-59.4% | $2,078+3.5% |
| Participant deferral / active EE | $4,646 | $2,068+124.6% | $5,081-8.6% | $3,356+38.4% |
| Admin fee / account holder | $429 | $102+322.7% | $13,411-96.8% | $115+272.8% |