Filed March 2, 1999
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 |
|---|---|---|
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH AND MGMT COMPANY Service code 52 333 SOUTH HOPE ST. · LOS ANGELES, CA 90071 | Indirect Investment Fees | $0 |
COHEN & STEERS2+ years Filed as: COHEN & STEERS CAPITAL MGMT INC Service code 52 280 PARK AVENUE · NEW YORK, NY 10017 | Indirect Investment Fees | $0 |
COUNTRY TRUST BANK2+ years Service code 15 1705 N. TOWANDA AVE. · BLOOMINGTON, IL 61701 | Recordkeeping | $0 |
DODGE & COX2+ years Service code 52 555 CALIFORNIA ST. · SAN FRANCISCO, CA 94104 | Indirect Investment Fees | $0 |
FEDERATED2+ years Filed as: FEDERATED INVESTORS, INC. Service code 52 1001 LIBERTY AVENUE · PITTSBURGH, PA 152223779 | Indirect Investment Fees | $0 |
Filed as: FIDELITY MANAGEMENT & RESEARCH CO Service code 52 | Indirect Investment Fees | $0 |
Filed as: FIDELITY MANAGEMENT & RESEARCH CO. Service code 52 3805 EDWARDS RD · CINCINNATI, OH 45209 | Indirect Investment Fees | $0 |
Service code 52 270 PARK AVENUE · NEW YORK, NY 10017 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: JP MORGAN INVESTMENT MGMT INC. Service code 52 | Indirect Investment Fees | $0 |
NEUBERGER BERMAN2+ years Filed as: NEUBERGER BERMAN MANAGEMENT LLC Service code 52 | Indirect Investment Fees | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $124,623 | $31,370+297.3% | $74,577+67.1% | $63,975+94.8% |
| Participation rate | 98.0% | 42.6%+55.4pp | 68.1%+29.9pp | 71.1%+26.8pp |
| Annual return | 9.71% | -105.16%+114.9pp | 20.47%-10.8pp | 48.65%-38.9pp |
| Employer contribution / active EE | $1,923 | $822+134.0% | $2,525-23.8% | $2,182-11.8% |
| Participant deferral / active EE | $5,758 | $1,560+269.1% | $3,458+66.5% | $3,356+71.5% |
| Admin fee / account holder | $42 | $77-45.5% | $4,138-99.0% | $70-40.6% |