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.
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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 | $1,720 |
AB FUNDS1 year Filed as: ALLIANCE BERNSTIEN Service code 28 · EIN 13-4064930 | Investment Management | $0 |
DAVIS6+ years Filed as: DAVIS FUNDS Service code 28 · EIN 13-2601967 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
FRANKLIN TEMPLETON2 years Service code 28 · EIN 13-2670991 | Investment Management | $0 |
GOLDMAN SACHS2 years Filed as: GOLDMAN SACHS FUNDS Service code 28 · EIN 13-3575636 | Investment Management | $0 |
INVESCO1 year Filed as: INVESCO FUNDS Service code 28 · EIN 26-4521338 | Investment Management | $0 |
PIMCO FUNDS6+ years Service code 28 · EIN 33-0629048 | Investment Management | $0 |
Filed as: PRUDENTIAL JENNISON Service code 28 · EIN 22-3703799 | Investment Management | $0 |
Filed as: SCHWAB FUNDS Service code 28 · EIN 42-1558009 | 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.
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 | $94,625 | $91,517+3.4% | $101,264-6.6% | $73,412+28.9% |
| Participation rate | 17.5% | 73.8%-56.2pp | 75.8%-58.3pp | 72.2%-54.6pp |
| Annual return | 16.03% | 17.17%-1.1pp | 46.48%-30.4pp | 59.30%-43.3pp |
| Employer contribution / active EE | $689 | $2,877-76.1% | $3,660-81.2% | $2,234-69.2% |
| Participant deferral / active EE | $1,277 | $3,338-61.7% | $4,370-70.8% | $3,806-66.4% |
| Admin fee / account holder | $9 | $216-95.8% | $5,947-99.8% | $158-94.2% |