Filed October 16, 1997 (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 |
|---|---|---|
T ROWE PRICE RPS INC4+ years Filed as: T. ROWE PRICE Service code 28 · EIN 52-1714114 | Investment Management | $1,041,362 |
Filed as: BOA MERRILL LYNCH Service code 28 · EIN 13-5674085 | Investment Management | $577,986 |
Filed as: CONDUENT HR SERVICES, LLC Service code 13 · EIN 81-2983623 | Contract Administrator | $208,982 |
SUMMIT FINANCIAL CORPORATION4+ years Filed as: SUMMIT STRATEGIES, INC. Service code 16 · EIN 43-1708520 | Consulting | $112,497 |
Filed as: STATE STREET BANK AND TRUST, CO. Service code 25 · EIN 04-1867445 | Directed Trustee | $65,503 |
Filed as: FIDELITY INVESTMENTS Service code 28 · EIN 04-2647786 | Investment Management | $24,268 |
Service code 29 · EIN 66-0765959 | Legal | $11,879 |
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 | $89,282 | $73,367+21.7% | $68,612+30.1% | $73,367+21.7% |
| Participation rate | 64.7% | 69.5%-4.7pp | 72.2%-7.5pp | 69.5%-4.7pp |
| Annual return | 18.38% | 173.45%-155.1pp | -4.63%+23.0pp | 173.45%-155.1pp |
| Employer contribution / active EE | $3,204 | $2,499+28.2% | $2,625+22.0% | $2,499+28.2% |
| Participant deferral / active EE | $3,693 | $4,033-8.4% | $3,311+11.5% | $4,033-8.4% |
| Admin fee / account holder | $149 | $68+117.5% | $5,131-97.1% | $68+117.5% |