Filed August 5, 1992
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 | $480 |
AMERICAN CENTURY1 year Service code 52 · EIN 43-1607635 | Indirect Investment Fees | $0 |
OPPENHEIMER1 year Service code 52 · EIN 13-6977079 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 52 · EIN 52-0791372 | Indirect Investment Fees | $0 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,462 | $63,314-40.8% | $91,004-58.8% | $62,293-39.9% |
| Participation rate | 88.5% | 73.3%+15.1pp | 75.6%+12.9pp | 69.5%+18.9pp |
| Annual return | 11.91% | 21.00%-9.1pp | 4.60%+7.3pp | 28.90%-17.0pp |
| Employer contribution / active EE | $1,879 | $1,807+4.0% | $2,456-23.5% | $2,042-8.0% |
| Participant deferral / active EE | $0 | $2,944-100.0% | $3,548-100.0% | $3,169-100.0% |
| Admin fee / account holder | $1,605 | $468+243.2% | $5,417-70.4% | $479+234.7% |