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 | $7,993 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK3 years Service code 52 · EIN 13-3806694 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC4 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-0791372 | Indirect Investment Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $28,886 | $73,638-60.8% | $95,960-69.9% | $73,493-60.7% |
| Participation rate | 93.0% | 76.2%+16.9pp | 77.1%+16.0pp | 70.7%+22.4pp |
| Annual return | 11.65% | 16.78%-5.1pp | 91.63%-80.0pp | 28.51%-16.9pp |
| Employer contribution / active EE | $635 | $1,863-65.9% | $2,541-75.0% | $2,270-72.0% |
| Participant deferral / active EE | $1,523 | $3,617-57.9% | $4,167-63.5% | $3,740-59.3% |
| Admin fee / account holder | $40 | $482-91.7% | $6,797-99.4% | $513-92.2% |