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 INC3+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $2,011 |
AMERICAN CENTURY3+ years Service code 28 · EIN 20-0623152 | Investment Management | $0 |
AMERICAN CENTURY3+ years Filed as: AMERICAN CENTURY FUNDS Service code 28 | Investment Management | $0 |
COLUMBIA2 years 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 TEMPLETON3+ years Service code 28 · EIN 13-2670991 | Investment Management | $0 |
HARBOR3+ years Filed as: HARBOR FUNDS Service code 28 · EIN 04-2679462 | Investment Management | $0 |
MANAGERS FUNDS3+ years Service code 28 · EIN 06-1298481 | Investment Management | $0 |
MFS INVESTMENT MANAGEMENT2 years 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.
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 | $46,792 | $63,156-25.9% | $122,354-61.8% | $62,293-24.9% |
| Participation rate | 53.7% | 60.0%-6.3pp | 71.6%-17.9pp | 69.5%-15.8pp |
| Annual return | 19.53% | 20.61%-1.1pp | 30.28%-10.8pp | 28.90%-9.4pp |
| Employer contribution / active EE | $1,244 | $1,385-10.1% | $4,051-69.3% | $2,042-39.1% |
| Participant deferral / active EE | $2,368 | $2,321+2.0% | $3,287-28.0% | $3,169-25.3% |
| Admin fee / account holder | $17 | $440-96.1% | $5,479-99.7% | $479-96.4% |