Filed January 6, 2006
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 | $19,850 |
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN BEACON FUNDS Service code 28 · EIN 75-2401150 | Investment Management | $0 |
AMERICAN FUNDS2 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
EAGLEASSET1 year Filed as: EAGLEASSET FUNDS Service code 28 · EIN 59-3171014 | Investment Management | $0 |
FEDERATED2 years Filed as: FEDERATED FUNDS Service code 28 · EIN 25-1111467 | Investment Management | $0 |
Filed as: FIDELITY FUNDS Service code 28 · EIN 04-2647786 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
MFS INVESTMENT MANAGEMENT2 years Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
T ROWE PRICE RPS INC2 years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD FUNDS Service code 28 · EIN 23-1945930 | Investment Management | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,205 | $52,670-55.9% | $90,404-74.3% | $73,409-68.4% |
| Participation rate | 75.5% | 67.7%+7.8pp | 72.7%+2.8pp | 72.2%+3.3pp |
| Annual return | 15.13% | 20.70%-5.6pp | 1293.02%-1277.9pp | 59.29%-44.2pp |
| Employer contribution / active EE | $527 | $1,872-71.8% | $3,262-83.8% | $2,234-76.4% |
| Participant deferral / active EE | $1,162 | $2,807-58.6% | $3,963-70.7% | $3,805-69.5% |
| Admin fee / account holder | $71 | $117-39.5% | $5,611-98.7% | $158-55.3% |