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 INC2+ years Filed as: T ROWE PRICE Service code 26 · EIN 52-2264646 | Advisory (Participants) | $225,632 |
TIAA2+ years Filed as: TIAA CREF Service code 26 · EIN 13-1624203 | Advisory (Participants) | $136,663 |
AMERICAN REALTY ADVISORS2+ years Filed as: AMERICAN BEACON ADVISORS Service code 26 220 EAST LAS COLINAS BLVD · IRVING, TX 75039 | Advisory (Participants) | $8,157 |
DELAWARE INVESTMENTS2+ years Service code 26 2005 MARKET STREET · PHILADELPHIA, PA 19103 | Advisory (Participants) | $7,823 |
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 | $87,653 | $92,091-4.8% | $63,018+39.1% | $77,958+12.4% |
| Participation rate | 55.6% | 74.5%-18.8pp | 74.8%-19.2pp | 71.6%-16.0pp |
| Annual return | 14.23% | 16.23%-2.0pp | 87.62%-73.4pp | 20.87%-6.6pp |
| Employer contribution / active EE | $2,149 | $3,424-37.2% | $2,761-22.2% | $2,310-7.0% |
| Participant deferral / active EE | $3,040 | $3,361-9.6% | $3,330-8.7% | $3,537-14.0% |
| Admin fee / account holder | -$8 | $48-115.8% | $3,601-100.2% | $97-107.8% |