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 INC2 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $59,782 |
ALLIANZ GLOBAL INVESTORS1 year Filed as: ALLIANZ Service code 28 · EIN 02-0639354 | Investment Management | $0 |
AMERICAN REALTY ADVISORS5 years Filed as: AMERICAN BEACON FUNDS Service code 28 · EIN 75-2401150 | Investment Management | $0 |
BUFFALO FUNDS2 years Service code 28 · EIN 48-1069845 | Investment Management | $0 |
COLUMBIA6+ years Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
DODGE & COX6+ years Service code 28 · EIN 94-1441976 | Investment Management | $0 |
DWS FUNDS6+ years Filed as: DWS INVESTMENTS Service code 28 · EIN 13-3241232 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
HARBOR6+ years Filed as: HARBOR CAPITAL Service code 28 · EIN 04-2679462 | Investment Management | $0 |
INVESCO1 year Service code 28 · EIN 26-4521338 | Investment Management | $0 |
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 | $34,763 | $52,293-33.5% | $178,490-80.5% | $73,409-52.6% |
| Participation rate | 88.2% | 65.3%+22.9pp | 81.9%+6.3pp | 72.2%+16.0pp |
| Annual return | 20.20% | 34.75%-14.5pp | 151.07%-130.9pp | 59.29%-39.1pp |
| Employer contribution / active EE | $1,809 | $1,735+4.2% | $5,011-63.9% | $2,234-19.0% |
| Participant deferral / active EE | $3,863 | $2,332+65.6% | $5,202-25.7% | $3,805+1.5% |
| Admin fee / account holder | $112 | $127-12.3% | $13,984-99.2% | $158-29.3% |