Filed October 18, 2004 (most recent of 4 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 | $74,314 |
AB FUNDS2+ years Filed as: ALLIANCE BERNSTEIN Service code 28 · EIN 75-2401150 | Investment Management | $0 |
AMERICAN REALTY ADVISORS2+ years Filed as: AMERICAN BEACON FUNDS Service code 28 · EIN 75-2401150 4151 AMON CARTER BLVD · FORT WORTH, TX 76155 | Investment Management | $0 |
AMERICAN FUNDS2+ years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 ONE DESTINY WAY · WESTLAKE, TX 76262 | Investment Management | $0 |
WELLS FARGO BANK, N.A.2+ years Filed as: GALLIARD FUNDS Service code 28 800 LASALLE AVENUE, · MINNEAPOLIS, MN 55402 | Investment Management | $0 |
JANUS HENDERSON2+ years Filed as: JANUS FUNDS Service code 28 · EIN 43-1804048 | Investment Management | $0 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Filed as: PRINCIPAL FUNDS Service code 28 · EIN 42-1520346 | Investment Management | $0 |
Filed as: PRUDENTIAL FUNDS Service code 28 · EIN 22-3703799 | Investment Management | $0 |
Filed as: PRUDENTIAL JENNISON Service code 28 | Investment Management | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,722 | $106,264-41.0% | $147,117-57.4% | $77,762-19.3% |
| Participation rate | 75.5% | 78.4%-3.0pp | 82.2%-6.7pp | 70.6%+4.9pp |
| Annual return | 11.62% | 56.94%-45.3pp | 420.54%-408.9pp | 31.27%-19.6pp |
| Employer contribution / active EE | $2,040 | $4,074-49.9% | $4,932-58.6% | $2,728-25.2% |
| Participant deferral / active EE | $3,530 | $8,003-55.9% | $8,065-56.2% | $4,651-24.1% |
| Admin fee / account holder | $157 | $334-53.0% | $12,993-98.8% | $433-63.7% |