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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 33 · EIN 04-1590850 | Recordkeeping fees; Soft dollars comm... | $55,380 |
AMERICAN CENTURY1 year Service code 52 · EIN 43-1607635 | Indirect Investment Fees | $0 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 59 · EIN 94-1737782 | Shareholder Servicing | $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 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $67,058 | $75,284-10.9% | $91,004-26.3% | $69,631-3.7% |
| Participation rate | 94.9% | 80.4%+14.6pp | 75.6%+19.3pp | 70.7%+24.3pp |
| Annual return | 10.14% | 48.40%-38.3pp | 4.60%+5.5pp | 27571.02%-27560.9pp |
| Employer contribution / active EE | $1,932 | $2,473-21.9% | $2,456-21.3% | $2,032-4.9% |
| Participant deferral / active EE | $3,404 | $3,700-8.0% | $3,548-4.1% | $3,224+5.6% |
| Admin fee / account holder | $83 | $111-24.6% | $5,417-98.5% | $110-24.5% |