Filed December 31, 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 |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $7,595 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 · EIN 13-3806694 | Indirect Investment Fees | $0 |
OPPENHEIMER2 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-0791372 | Indirect Investment Fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,639 | $59,191-61.8% | $76,767-70.5% | $56,289-59.8% |
| Participation rate | 92.2% | 75.2%+17.0pp | 77.0%+15.2pp | 69.9%+22.3pp |
| Annual return | -2.51% | 6.62%-9.1pp | 2.43%-4.9pp | -9.96%+7.4pp |
| Employer contribution / active EE | $609 | $1,759-65.4% | $2,485-75.5% | $2,111-71.1% |
| Participant deferral / active EE | $1,706 | $3,255-47.6% | $3,852-55.7% | $3,350-49.1% |
| Admin fee / account holder | $35 | $489-92.8% | $6,675-99.5% | $521-93.3% |