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 INC3 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $44,003 |
AMERICAN FUNDS6 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
BLACKROCK1 year Filed as: BLACKROCK FUNDS Service code 28 · EIN 04-6171663 | Investment Management | $0 |
COHEN & STEERS3 years Service code 28 · EIN 14-1904657 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
THE HARTFORD3 years Filed as: HARTFORD FUNDS Service code 28 · EIN 13-3317783 | Investment Management | $0 |
LEGG MASON5 years Service code 28 · EIN 52-1200960 | Investment Management | $0 |
LORD ABBETT6 years Service code 28 · EIN 13-3731507 | Investment Management | $0 |
MET WEST FUNDS6 years Service code 28 · EIN 95-4597302 | Investment Management | $0 |
T ROWE PRICE RPS INC6 years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $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 | $16,669 | $47,163-64.7% | $149,696-88.9% | $74,460-77.6% |
| Participation rate | 61.3% | 63.4%-2.1pp | 78.8%-17.5pp | 70.7%-9.5pp |
| Annual return | 0.09% | 22.75%-22.7pp | 134.46%-134.4pp | 34.38%-34.3pp |
| Employer contribution / active EE | $634 | $1,907-66.7% | $4,821-86.8% | $2,638-76.0% |
| Participant deferral / active EE | $2,523 | $2,730-7.6% | $5,682-55.6% | $4,530-44.3% |
| Admin fee / account holder | $66 | $343-80.7% | $13,212-99.5% | $348-80.9% |