Filed July 27, 2005
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 13 · EIN 04-1590850 | Contract Administrator | $19,105 |
AB FUNDS1 year Service code 52 · EIN 13-4064930 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
OPPENHEIMER1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE Service code 52 · EIN 52-0791372 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 52 | Indirect Investment Fees | $0 |
THE HARTFORD1 year Service code 52 · EIN 22-2937447 | Indirect Investment Fees | $0 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $0 | $46,757-100.0% | $1,637,423-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 11.3%-11.3pp | 5.3%-5.3pp | 11.3%-11.3pp |
| Annual return | 14.24% | 10.41%+3.8pp | 15.63%-1.4pp | 10.41%+3.8pp |
| Employer contribution / active EE | $20,000 | $14,691+36.1% | $56,677-64.7% | $14,691+36.1% |
| Participant deferral / active EE | $0 | $58-100.0% | $93-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $2,646-100.0% | $0 | $2,646-100.0% |