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 |
|---|---|---|
XEROX CORPORATION2+ years Filed as: XEROX Service code 15 · EIN 04-3609848 | Recordkeeping | $274,340 |
T ROWE PRICE RPS INC2+ years Filed as: T. ROWE PRICE Service code 28 · EIN 52-0556948 | Investment Management | $159,390 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET RETIREE SERVICES Service code 28 · EIN 04-1867445 | Investment Management | $53,557 |
SUMMIT FINANCIAL CORPORATION2+ years Filed as: SUMMIT STRATEGIES, INC. Service code 16 · EIN 43-1708520 | Consulting | $52,212 |
Filed as: FIDELITY MANAGMENT TRUST COMPANY Service code 28 · EIN 04-2723880 | Investment Management | $45,755 |
Filed as: STATE STREET DCS TRUSTEE Service code 25 · EIN 04-1867445 | Directed Trustee | $34,009 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET WRAP Service code 28 · EIN 04-1867445 | Investment Management | $16,623 |
BANK OF TOKYO2+ years Service code 28 · EIN 13-5611741 | Investment Management | $16,484 |
JP MORGAN SECURITIES LLC2+ years Filed as: JP MORGAN WRAP Service code 28 · EIN 13-4994650 | Investment Management | $16,195 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: SSGA COMPANY STOCK MANAGEMENT Service code 51 · EIN 04-1867445 | Investment Mgmt Fees | $16,011 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,555 | $329,111-88.9% | $69,779-47.6% | $329,111-88.9% |
| Participation rate | 52.4% | 67.9%-15.4pp | 71.8%-19.4pp | 67.9%-15.4pp |
| Annual return | -27.02% | 16.35%-43.4pp | 12.99%-40.0pp | 16.35%-43.4pp |
| Employer contribution / active EE | $556 | $2,303-75.9% | $2,338-76.2% | $2,303-75.9% |
| Participant deferral / active EE | $1,552 | $3,682-57.8% | $2,931-47.0% | $3,682-57.8% |
| Admin fee / account holder | $82 | $754-89.1% | $4,381-98.1% | $754-89.1% |