Filed October 18, 2004
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 | $3,870 |
AMERICAN FUNDS5 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
COHEN & STEERS4 years Filed as: COHEN & STEERS FUNDS Service code 28 · EIN 14-1904657 | Investment Management | $0 |
INVESCO5 years Service code 28 | Investment Management | $0 |
INVESCO3 years Filed as: INVESCO FUNDS Service code 28 · EIN 26-4521338 | Investment Management | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,237 | $82,917+4.0% | $103,333-16.5% | $77,643+11.1% |
| Participation rate | 80.9% | 71.6%+9.3pp | 74.5%+6.4pp | 70.6%+10.3pp |
| Annual return | 13.91% | 19.13%-5.2pp | 24.88%-11.0pp | 31.24%-17.3pp |
| Employer contribution / active EE | $2,199 | $3,552-38.1% | $3,868-43.1% | $2,726-19.3% |
| Participant deferral / active EE | $5,506 | $4,108+34.0% | $5,057+8.9% | $4,647+18.5% |
| Admin fee / account holder | $62 | $638-90.2% | $8,355-99.3% | $430-85.5% |