Filings through .
Filed March 27, 1997
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.
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $52,601 |
23 funds of $250K or more; 15 lines in all, holding $56.3M of the plan's $59.4M. From the 2024 filing. Recordkeeper: T. Rowe Price.
Target-date series: T. Rowe Price Retirement Blend, other, 44% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement Blend T. Rowe Price · Other Target-date, 13 vintagesRecordkeeper's own fund | $24.6M | 43.8% |
| TRP Stable Value Fund Sch A T. Rowe Price · Stable value Stable valueRecordkeeper's own fund | $9.9M | 17.6% |
| Vanguard Small-Cap Index Fund Institutional Shares Vanguard · Mutual fund Index | $4.9M | 8.7% |
| Equity Income Fund Manager not matched · Mutual fund | $4.1M | 7.3% |
| Harbor Capital Appreciation Fund Harbor Capital · Mutual fund | $3.2M | 5.7% |
| Equity Index Fund Manager not matched · Collective trust Index | $2.9M | 5.2% |
| WM Blair Small Cap Growth Class I Manager not matched · Other | $1.4M | 2.5% |
| Primecap Odyssey Aggregate Growth Manager not matched · Other | $1.4M | 2.4% |
| Vanguard Selected Value Fund Investor Shares Vanguard · Mutual fund | $1.3M | 2.4% |
| Dodge & Cox International Stock Fund Dodge & Cox · Mutual fund | $701K | 1.2% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
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.
The auditor signed off without reservation. This is the cleanest opinion.