Filed January 22, 2015 (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 Filed as: T ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $1,400 |
AMERICAN CENTURY1 year Filed as: AMERICAN CENTURY INVESTMENT MGT Service code 28 P.O. BOX 419200 · KANSAS CITY, MO 64141 | Investment Management | $0 |
COLUMBIA1 year Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
DODGE & COX1 year Service code 28 · EIN 94-1441976 | Investment Management | $0 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 · EIN 58-2380163 | Investment Management | $0 |
Filed as: GREAT-WEST LIFE & ANNUITY INS COMP Service code 28 · EIN 84-0467907 | Investment Management | $0 |
Filed as: MFS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
PIMCO FUNDS1 year Filed as: PIMCO Service code 28 | Investment Management | $0 |
PIMCO FUNDS1 year Service code 28 · EIN 33-0629048 | Investment Management | $0 |
Filed as: PRUDENTIAL Service code 28 · EIN 22-3703799 | Investment Management | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,803 | $52,580+68.9% | $71,671+23.9% | $70,131+26.6% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 15.75% | 20.25%-4.5pp | 20.65%-4.9pp | 73.14%-57.4pp |
| Employer contribution / active EE | $7,891 | $1,616+388.4% | $2,460+220.8% | $2,342+236.9% |
| Participant deferral / active EE | $7,432 | $2,386+211.5% | $3,438+116.2% | $3,332+123.1% |
| Admin fee / account holder | $17 | $3,653-99.5% | $5,558-99.7% | $4,645-99.6% |