Filed April 12, 2000 (most recent of 4 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 |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $22,081 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS1 year Service code 52 · EIN 23-2450217 | Indirect Investment Fees | $0 |
DODGE & COX1 year Service code 52 · EIN 25-6219106 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 95-2513084 | Indirect Investment Fees | $0 |
JANUS HENDERSON1 year Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 52 · EIN 56-2294396 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD Service code 52 · EIN 52-0794097 | Indirect Investment Fees | $0 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 52 · EIN 41-0449260 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $91,283 | $45,324+101.4% | $122,354-25.4% | $69,631+31.1% |
| Participation rate | 58.9% | 59.9%-1.0pp | 71.6%-12.7pp | 70.7%-11.8pp |
| Annual return | 23.11% | 25.35%-2.2pp | 30.28%-7.2pp | 27571.02%-27547.9pp |
| Employer contribution / active EE | $1,291 | $1,230+5.0% | $4,051-68.1% | $2,032-36.4% |
| Participant deferral / active EE | $3,275 | $2,367+38.4% | $3,287-0.4% | $3,224+1.6% |
| Admin fee / account holder | $69 | $87-20.9% | $5,479-98.7% | $110-37.7% |