Filed December 10, 2005
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 INC1+ years Filed as: T ROWE PRICE Service code 26 · EIN 52-2264646 | Advisory (Participants) | $191,787 |
TIAA1+ years Filed as: TIAA CREF Service code 26 · EIN 13-1624203 | Advisory (Participants) | $139,950 |
DELAWARE INVESTMENTS1+ years Service code 26 2005 MARKET STREET · PHILADELPHIA, PA 19103 | Advisory (Participants) | $11,220 |
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN BEACON ADVISORS Service code 26 220 EAST LAS COLINAS BLVD · IRVING, TX 75039 | Advisory (Participants) | $9,629 |
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 | $84,804 | $85,199-0.5% | $57,196+48.3% | $63,975+32.6% |
| Participation rate | 49.1% | 74.0%-25.0pp | 75.3%-26.3pp | 71.1%-22.1pp |
| Annual return | 1.59% | 10.43%-8.8pp | 14.59%-13.0pp | 48.65%-47.1pp |
| Employer contribution / active EE | $1,989 | $3,446-42.3% | $2,683-25.9% | $2,182-8.8% |
| Participant deferral / active EE | $2,915 | $3,109-6.2% | $3,096-5.9% | $3,356-13.2% |
| Admin fee / account holder | $27 | $39-30.0% | $3,141-99.1% | $70-61.6% |