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 |
|---|---|---|
AMERICAN FUNDS1+ years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
FRANKLIN TEMPLETON1+ years Service code 28 · EIN 13-2670991 | Investment Management | $0 |
HARBOR1+ years Filed as: HARBOR CAPITAL Service code 28 · EIN 04-2679462 | Investment Management | $0 |
Filed as: MASSMUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $0 |
PIMCO FUNDS1+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $0 |
T ROWE PRICE RPS INC1+ years Filed as: T. ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $39,088 | $43,550-10.2% | $63,244-38.2% | $52,331-25.3% |
| Participation rate | 93.8% | 65.7%+28.1pp | 71.0%+22.8pp | 68.1%+25.7pp |
| Annual return | 11.00% | 2.03%+9.0pp | -70.31%+81.3pp | 4.54%+6.5pp |
| Employer contribution / active EE | $2,425 | $1,351+79.4% | $2,322+4.4% | $1,882+28.9% |
| Participant deferral / active EE | $5,308 | $2,254+135.5% | $2,953+79.7% | $3,022+75.6% |
| Admin fee / account holder | $12 | $387-96.9% | $5,893-99.8% | $592-98.0% |