Filed March 10, 2010 (most recent of 3 filings on file)
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 INC1 year Service code 15 · EIN 52-1309931 | Recordkeeping | $82,103 |
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $11,685 |
BLACKROCK1 year Filed as: BLACKROCK FUNDS Service code 28 · EIN 04-6171663 | Investment Management | $0 |
Filed as: CHARLES SCHWAB Service code 28 · EIN 94-1737782 | Investment Management | $0 |
Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
Filed as: PRUDENTIAL JENNISON Service code 28 · EIN 22-3703799 | Investment Management | $0 |
Filed as: STATE STREE CORPORATION Service code 28 ONE CONGRESS STREET · BOSTON, MA 021142016 | Investment Management | $0 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD Service code 28 · EIN 23-1945930 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,838 | $50,919+9.7% | $155,556-64.1% | $77,762-28.2% |
| Participation rate | 66.9% | 63.1%+3.8pp | 78.2%-11.3pp | 70.6%-3.7pp |
| Annual return | 10.08% | 34.84%-24.8pp | 64.84%-54.8pp | 31.27%-21.2pp |
| Employer contribution / active EE | $1,331 | $1,991-33.1% | $4,675-71.5% | $2,728-51.2% |
| Participant deferral / active EE | $2,458 | $2,824-13.0% | $5,631-56.3% | $4,651-47.1% |
| Admin fee / account holder | $122 | $437-72.0% | $15,885-99.2% | $433-71.8% |