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 INC4 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $8,829 |
AMERICAN REALTY ADVISORS4 years Filed as: AMERICAN BEACON FUNDS Service code 28 · EIN 75-2401150 | Investment Management | $0 |
Filed as: BNYMELLON Service code 28 240 GREENWICH STREET · NEW YORK, NY 10286 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS4 years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
DODGE & COX4 years Service code 28 · EIN 94-1441976 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
FRANKLIN TEMPLETON5+ years Service code 28 · EIN 13-2670991 | Investment Management | $0 |
OAKMARK1 year Service code 28 · EIN 04-3276558 | Investment Management | $0 |
Filed as: PRUDENTIAL JENNISON Service code 28 · EIN 22-3703799 | Investment Management | $0 |
T ROWE PRICE RPS INC2 years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,129 | $50,666+32.5% | $76,817-12.6% | $65,185+3.0% |
| Participation rate | 97.0% | 68.8%+28.2pp | 72.1%+24.9pp | 70.2%+26.8pp |
| Annual return | 27.25% | 28.51%-1.3pp | 1166.11%-1138.9pp | 29.38%-2.1pp |
| Employer contribution / active EE | $2,349 | $1,575+49.1% | $2,302+2.0% | $2,177+7.9% |
| Participant deferral / active EE | $5,828 | $2,647+120.2% | $3,336+74.7% | $3,514+65.9% |
| Admin fee / account holder | $42 | $463-91.0% | $6,420-99.4% | $847-95.1% |