Filed October 16, 2009
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 INC5 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $133,272 |
ALLSPRING2 years Filed as: ALLSPRING GLOBAL INVESTMENT Service code 28 · EIN 95-3692822 | Investment Management | $0 |
AMERICAN FUNDS8 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
BLACKROCK3 years Filed as: BLACKROCK FUNDS Service code 28 · EIN 04-6171663 | Investment Management | $0 |
COHEN & STEERS5 years Service code 28 · EIN 14-1904657 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
LEGG MASON7 years Service code 28 · EIN 52-1200960 | Investment Management | $0 |
LORD ABBETT8 years Service code 28 · EIN 13-3731507 | Investment Management | $0 |
MET WEST FUNDS8 years Service code 28 · EIN 95-4597302 | 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,636 | $38,165-43.3% | $189,758-88.6% | $69,255-68.8% |
| Participation rate | 57.4% | 66.7%-9.3pp | 79.8%-22.4pp | 69.0%-11.6pp |
| Annual return | 10.09% | 14.65%-4.6pp | 52.62%-42.5pp | 26.73%-16.6pp |
| Employer contribution / active EE | $791 | $1,589-50.2% | $4,767-83.4% | $2,645-70.1% |
| Participant deferral / active EE | $2,765 | $2,073+33.4% | $5,856-52.8% | $2,890-4.4% |
| Admin fee / account holder | $79 | $714-89.0% | $20,388-99.6% | $733-89.3% |