Filed June 8, 2009 (most recent of 2 filings on file)
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 | $22,898 |
AB FUNDS4 years Filed as: ALLIANCE BERNSTEIN Service code 28 501 COMMERCE STREET · NASHVILLE, TN 37203 | Investment Management | $0 |
AMERICAN FUNDS1 year Service code 28 · EIN 95-1411037 | Investment Management | $0 |
BLACKROCK5 years Filed as: BLACKROCK FUNDS Service code 28 · EIN 04-6171663 | Investment Management | $0 |
COHEN & STEERS1 year Filed as: COHEN & STEERS FUNDS Service code 28 · EIN 14-1904657 | Investment Management | $0 |
COLUMBIA5 years Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
DODGE & COX1 year Service code 28 · EIN 94-1441976 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
LEGG MASON4 years Service code 28 · EIN 52-1200960 | Investment Management | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,450 | $96,236+38.7% | $136,072-1.9% | $80,935+64.9% |
| Participation rate | 84.0% | 71.2%+12.7pp | 76.4%+7.5pp | 67.7%+16.3pp |
| Annual return | 14.89% | 28.74%-13.8pp | 580.46%-565.6pp | 35.66%-20.8pp |
| Employer contribution / active EE | $4,389 | $3,350+31.0% | $4,216+4.1% | $2,757+59.2% |
| Participant deferral / active EE | $7,812 | $5,709+36.8% | $7,028+11.2% | $4,299+81.7% |
| Admin fee / account holder | $395 | $8,250-95.2% | $6,718-94.1% | $6,924-94.3% |