Filed February 22, 2001
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 |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $6,239 |
AMERICAN FUNDS1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
COLUMBIA1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
Service code 28 · EIN 61-1732930 | Investment Management | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-6056833 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 52 · EIN 52-2264646 | Indirect Investment Fees | $0 |
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 | $50,842 | $89,739-43.3% | $149,721-66.0% | $62,293-18.4% |
| Participation rate | 92.5% | 85.1%+7.4pp | 87.1%+5.4pp | 69.5%+23.0pp |
| Annual return | 16.87% | 21.01%-4.1pp | 1501.67%-1484.8pp | 28.90%-12.0pp |
| Employer contribution / active EE | $4,362 | $3,233+34.9% | $5,444-19.9% | $2,042+113.6% |
| Participant deferral / active EE | $2,570 | $4,797-46.4% | $6,568-60.9% | $3,169-18.9% |
| Admin fee / account holder | $23 | $551-95.8% | $11,282-99.8% | $479-95.2% |