Filed December 7, 2007
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 INC1 year Filed as: T ROWE PRICE RPS,INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $14,219 |
AB FUNDS1 year Filed as: AB INTL VAL A Service code 28 | Investment Management | $0 |
AB FUNDS4+ years Filed as: ALLIANCE BERNSTEIN Service code 28 · EIN 13-4064930 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
Filed as: FIDELITY 500 INDEX INVESTOR Service code 28 | Investment Management | $0 |
Filed as: FIDELITY EXTENDED MKT IND INV Service code 28 | Investment Management | $0 |
Filed as: FIDELITY U.S. BOND INDEX INV Service code 28 | Investment Management | $0 |
GOLDMAN SACHS4+ years Service code 28 · EIN 13-3575636 | Investment Management | $0 |
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS MIDCAP VALUE FND Service code 28 | Investment Management | $0 |
OPPENHEIMER4+ years Filed as: OPPENHEIMER FUNDS Service code 28 · EIN 13-2527171 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 | $64,690 | $56,443+14.6% | $83,850-22.8% | $55,725+16.1% |
| Participation rate | 11.1% | 72.0%-60.9pp | 76.1%-65.0pp | 70.9%-59.7pp |
| Annual return | -5.68% | 393.67%-399.3pp | 850.92%-856.6pp | 244.93%-250.6pp |
| Employer contribution / active EE | $359 | $2,682-86.6% | $3,631-90.1% | $2,078-82.7% |
| Participant deferral / active EE | $669 | $2,965-77.5% | $4,082-83.6% | $3,356-80.1% |
| Admin fee / account holder | $70 | $156-54.9% | $5,478-98.7% | $115-38.9% |