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 INC2 years Filed as: T ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $43,212 |
AMERICAN FUNDS2 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
COHEN & STEERS2 years Filed as: COHEN & STEERS FUNDS Service code 28 · EIN 14-1904657 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
THE HARTFORD2 years Filed as: HARTFORD MUTUAL FUNDS Service code 28 · EIN 13-3317783 | Investment Management | $0 |
LEGG MASON1 year Service code 28 | Investment Management | $0 |
LEGG MASON2 years Filed as: LEGG MASON FUNDS Service code 28 · EIN 52-1200960 | Investment Management | $0 |
LORD ABBETT2 years Service code 28 · EIN 13-3731507 | Investment Management | $0 |
MET WEST FUNDS2 years Service code 28 · EIN 95-4597302 | Investment Management | $0 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD GROUP Service code 28 · EIN 23-1945930 | 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,556 | $62,928-80.0% | $172,739-92.7% | $67,579-81.4% |
| Participation rate | 64.8% | 64.5%+0.3pp | 82.6%-17.9pp | 71.3%-6.5pp |
| Annual return | 0.93% | 30.36%-29.4pp | 802.84%-801.9pp | 378.56%-377.6pp |
| Employer contribution / active EE | $364 | $1,636-77.7% | $5,143-92.9% | $2,148-83.0% |
| Participant deferral / active EE | $1,697 | $2,145-20.9% | $5,198-67.3% | $3,539-52.1% |
| Admin fee / account holder | $58 | $167-64.9% | $13,954-99.6% | $142-58.9% |