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 | $31,945 |
CHARLES SCHWAB & CO., INC.3 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $35 |
AMERICAN CENTURY2 years Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
OPPENHEIMER2 years Service code 52 · EIN 13-6977079 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-0791372 | Indirect Investment Fees | $0 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO Service code 52 · EIN 41-0449260 | Indirect Investment Fees | $0 |
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 | $65,595 | $65,223+0.6% | $80,022-18.0% | $55,725+17.7% |
| Participation rate | 93.2% | 80.6%+12.6pp | 75.8%+17.4pp | 70.9%+22.3pp |
| Annual return | -1.03% | 7.59%-8.6pp | 11.22%-12.2pp | 244.93%-246.0pp |
| Employer contribution / active EE | $1,971 | $2,544-22.5% | $2,468-20.2% | $2,078-5.2% |
| Participant deferral / active EE | $3,432 | $3,881-11.6% | $3,686-6.9% | $3,356+2.3% |
| Admin fee / account holder | $49 | $114-57.2% | $6,521-99.3% | $115-57.6% |