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 | $98,745 |
AMERICAN FUNDS5 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
COHEN & STEERS2 years 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 FUNDS Service code 28 · EIN 13-3317783 | Investment Management | $0 |
LEGG MASON4 years Service code 28 · EIN 52-1200960 | Investment Management | $0 |
LORD ABBETT5 years Service code 28 · EIN 13-3731507 | Investment Management | $0 |
MET WEST FUNDS5 years Service code 28 · EIN 95-4597302 | Investment Management | $0 |
T ROWE PRICE RPS INC5 years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
THE VANGUARD GROUP, INC.5 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,391 | $46,332-62.5% | $143,799-87.9% | $64,819-73.2% |
| Participation rate | 66.8% | 64.2%+2.5pp | 80.3%-13.6pp | 71.5%-4.7pp |
| Annual return | -8.78% | -10.05%+1.3pp | -0.04%-8.7pp | 32.84%-41.6pp |
| Employer contribution / active EE | $644 | $1,911-66.3% | $4,952-87.0% | $2,507-74.3% |
| Participant deferral / active EE | $2,502 | $2,647-5.5% | $5,638-55.6% | $4,311-42.0% |
| Admin fee / account holder | $72 | $154-52.9% | $14,677-99.5% | $188-61.4% |