Filed January 5, 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 |
|---|---|---|
Filed as: FIDELITY INVEST INST'L OP'S CO, INC Service code 15 · EIN 04-2647786 | Recordkeeping | $515 |
THE VANGUARD GROUP, INC.2+ years Filed as: VANGUARD Service code 17 · EIN 23-1945930 | Pension Consulting | $330 |
T ROWE PRICE RPS INC2+ years Filed as: T. ROWE PRICE TRUST COMPANY Service code 21 · EIN 52-1309931 | Bank Trustee | $120 |
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 | $53,115 | $68,408-22.4% | $57,179-7.1% | $57,658-7.9% |
| Participation rate | 99.5% | 79.1%+20.4pp | 75.3%+24.2pp | 70.2%+29.3pp |
| Annual return | 9.33% | 8.51%+0.8pp | 14.59%-5.3pp | 5.13%+4.2pp |
| Employer contribution / active EE | $5,317 | $2,869+85.3% | $2,682+98.2% | $1,974+169.4% |
| Participant deferral / active EE | $3,875 | $2,903+33.5% | $3,096+25.2% | $3,061+26.6% |
| Admin fee / account holder | $1 | $70-98.5% | $3,139-100.0% | $95-98.9% |