Filed March 1, 2006 (most recent of 2 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.
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC3 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,097,017 |
CALLAN ASSOCIATES1 year Filed as: CALLAN ASSOCIATES INC Service code 16 600 MONTGOMERY ST · SAN FRANCISCO, CA 94111 | Consulting | $90,278 |
KBF CPAS LLP1 year Filed as: KBF CPA'S LLP Service code 10 111 SW 5TH AVE · PORTLAND, OR 97204 | Accounting | $23,581 |
HAGER STRATEGIC1 year Service code 16 1320 19TH STREET NW · WASHINGTON, DC 20036 | Consulting | $9,524 |
Filed as: QDRO CONSULTANTS Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $5,400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $29,607 | $106,734-72.3% | $75,906-61.0% | $89,609-67.0% |
| Participation rate | 48.6% | 65.6%-17.0pp | 69.3%-20.7pp | 69.6%-21.0pp |
| Annual return | 25.77% | 24.20%+1.6pp | 30.73%-5.0pp | 33.65%-7.9pp |
| Employer contribution / active EE | $970 | $3,939-75.4% | $2,501-61.2% | $2,584-62.4% |
| Participant deferral / active EE | $1,927 | $3,965-51.4% | $3,604-46.5% | $4,222-54.4% |
| Admin fee / account holder | $54 | $80-32.3% | $5,421-99.0% | $72-24.3% |