Filed January 24, 2005
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 INC9 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $13,527 |
ALLIANZ GLOBAL INVESTORS5 years Filed as: ALLIANZ Service code 28 · EIN 13-3191825 | Investment Management | $0 |
AMERICAN REALTY ADVISORS9 years Filed as: AMERICAN BEACON FUNDS Service code 28 · EIN 75-2401150 | Investment Management | $0 |
THE BANK OF NEW YORK MELLON5 years Filed as: BNY MELLON Service code 28 240 GREENWICH STREET · NEW YORK, NY 10286 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS9 years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
DODGE & COX7 years Filed as: DODGE & COX FUNDS Service code 28 · EIN 94-1441976 | Investment Management | $0 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
FRANKLIN TEMPLETON10+ years Service code 28 · EIN 13-2670991 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
Filed as: PRUDENTIAL JENNISON Service code 28 · EIN 22-3703799 | Investment Management | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,038 | $66,457-0.6% | $81,382-18.9% | $77,643-14.9% |
| Participation rate | 100.0% | 68.7%+31.3pp | 69.5%+30.5pp | 70.6%+29.4pp |
| Annual return | 12.41% | 15.93%-3.5pp | 24.73%-12.3pp | 31.24%-18.8pp |
| Employer contribution / active EE | $2,728 | $2,159+26.3% | $2,463+10.8% | $2,726+0.1% |
| Participant deferral / active EE | $5,797 | $3,679+57.6% | $3,883+49.3% | $4,647+24.7% |
| Admin fee / account holder | $19 | $583-96.8% | $5,768-99.7% | $430-95.7% |