Filed December 14, 1994
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 | $2,703 |
ALLIANZ GLOBAL INVESTORS1 year Service code 52 · EIN 33-0457728 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
EATON VANCE1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
JANUS HENDERSON1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
NORTHERN FUNDS1 year Service code 52 · EIN 39-1882210 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 52 · EIN 56-2294396 | Indirect Investment Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $75,314 | $67,411+11.7% | $91,004-17.2% | $70,126+7.4% |
| Participation rate | 91.4% | 71.4%+20.1pp | 75.6%+15.8pp | 69.5%+21.9pp |
| Annual return | 14.78% | -40.16%+54.9pp | 4.60%+10.2pp | 73.15%-58.4pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $860 | $2,823-69.5% | $3,548-75.8% | $3,332-74.2% |
| Admin fee / account holder | $30 | $4,236-99.3% | $5,417-99.4% | $4,645-99.4% |