Filed November 9, 2005 (most recent of 9 filings on file)
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $15,239 |
BONADIO & CO., LLP1 year Service code 10 100 CORPORATE PARKWAY · AMHERST, NY 14226 | Accounting | $11,000 |
NEPC, LLC1 year Service code 27 PO BOX 4110 · WOBURN, MA 01888 | Advisory (Plan) | $8,976 |
BAKER NEWMAN NOYES1 year Service code 10 PO BOX 507 · PORTLAND, ME 04112 | Accounting | $8,800 |
Service code 16 PO BOX 5250 · BINGHAM, NY 13902 | Consulting | $5,606 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $251,508 | $174,559+44.1% | $105,387+138.7% | $67,584+272.1% |
| Participation rate | 91.9% | 88.2%+3.8pp | 82.6%+9.4pp | 71.3%+20.7pp |
| Annual return | 22.70% | 23.63%-0.9pp | 26.82%-4.1pp | 378.59%-355.9pp |
| Employer contribution / active EE | $3,614 | $4,874-25.9% | $4,213-14.2% | $2,148+68.2% |
| Participant deferral / active EE | $9,084 | $7,563+20.1% | $5,502+65.1% | $3,540+156.6% |
| Admin fee / account holder | $108 | $270-60.0% | $6,559-98.4% | $142-24.0% |