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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC7+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $17,302 |
ALLIANZ GLOBAL INVESTORS2 years Filed as: ALLIANZ FUNDS Service code 28 · EIN 02-0639354 | Investment Management | $0 |
AMERICAN CENTURY7+ years Filed as: AMERICAN CENTURY FUNDS Service code 28 · EIN 20-0623152 | Investment Management | $0 |
AMERICAN CENTURY1 year Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 28 | Investment Management | $0 |
COLUMBIA6 years Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS4 years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4507257 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 | Investment Management | $0 |
Filed as: FIDELITY FUNDS Service code 28 · EIN 04-2647786 | Investment Management | $0 |
HARBOR1 year Filed as: HARBOR CAPITAL Service code 28 | Investment Management | $0 |
HARBOR7+ years Filed as: HARBOR FUNDS Service code 28 · EIN 04-2679462 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,566 | $61,052+5.8% | $142,898-54.8% | $79,391-18.7% |
| Participation rate | 31.8% | 60.1%-28.4pp | 72.0%-40.2pp | 70.7%-39.0pp |
| Annual return | 15.15% | 16.02%-0.9pp | 5639.64%-5624.5pp | 116.88%-101.7pp |
| Employer contribution / active EE | $891 | $1,481-39.8% | $4,146-78.5% | $2,428-63.3% |
| Participant deferral / active EE | $1,891 | $2,879-34.3% | $3,838-50.7% | $4,046-53.3% |
| Admin fee / account holder | $115 | $659-82.6% | $6,560-98.3% | $627-81.7% |