Plan type: (check all that apply)

			401(k)
			Profit Sharing
			Money Purchase
			New Comparability
			Defined Benefit
			Not sure
			No business retirement plan

Employer makes 401(k) matching contributions?

			No
			Yes, 1-3%
			Yes, 4-9%
			Yes, 10% or more

Employer makes non-matching contributions to the plan?

			No
			Yes, 1-3%
			Yes, 4-9%
			Yes, 10% or more

Number of years to full vesting in employer's contributions?

			0-2 years
			3-5 years
			6 years or more

Frequency of written reports:

			Quarterly
			Semiannual
			Annual

Timeliness of written reports (date received after end of reporting period):

			0-20 days
			21-45 days
			46-90 days
			91 days or more

Investments are valued:

			Daily
			Monthly
			Quarterly
			Annually

Employees choose investments?

Yes

If "yes,"
Number of fund choices?

			0-5
			6-9
			10-15
			16 or more

Check all that apply:

			"Brand-name" funds
			404(c) notices provided
			Guaranteed Account available

Employee education: (check all that apply)

			Customized enrollment kits
			Online account information
			Online investment education

If your plan ranks below average, would you like to receive information about alternatives?

Yes

If "yes,"

	Number of participants in plan:
	Estimated annual contribution:
	Approximate plan assets:		--choose one-- Below $100,000 $100,000 - 250,000 $250,001 - 500,000 $500,001 - 1,000,000 $1,000,001 - 2,000,000 $2,000,001 - 5,000,000 $5,000,001 - 20,000,000 Above $20,000,000

	Your name*:
	Position:
	Business name*:
	Address*:
	Phone*:
	Email*:
* denotes entries that are required