Filed May 1, 2007 (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 INC2+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $965 |
AMERICAN CENTURY2+ years Service code 28 · EIN 20-0623152 | Investment Management | $0 |
AMERICAN CENTURY2+ years Filed as: AMERICAN CENTURY FUNDS Service code 28 | Investment Management | $0 |
COLUMBIA1 year Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
Filed as: FIDELITY FUNDS Service code 28 | Investment Management | $0 |
FRANKLIN TEMPLETON2+ years Service code 28 · EIN 13-2670991 | Investment Management | $0 |
HARBOR2+ years Filed as: HARBOR FUNDS Service code 28 · EIN 04-2679462 | Investment Management | $0 |
MANAGERS FUNDS2+ years Service code 28 · EIN 06-1298481 | Investment Management | $0 |
Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $44,314 | $38,969+13.7% | $109,313-59.5% | $55,167-19.7% |
| Participation rate | 66.7% | 58.2%+8.4pp | 71.3%-4.6pp | 69.0%-2.3pp |
| Annual return | 6.80% | 8.26%-1.5pp | 22.07%-15.3pp | 169.23%-162.4pp |
| Employer contribution / active EE | $1,563 | $1,227+27.4% | $3,892-59.8% | $1,963-20.4% |
| Participant deferral / active EE | $2,995 | $2,176+37.6% | $3,166-5.4% | $3,054-2.0% |
| Admin fee / account holder | $9 | $501-98.3% | $5,666-99.8% | $504-98.3% |