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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $249,309 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 38 · EIN 52-1714114 | Participant Communication | $26,143 |
KBF CPAS LLP1 year Filed as: KBF CPAS Service code 10 · EIN 82-1030164 | Accounting | $11,659 |
POINT B, INC.1 year Service code 14 · EIN 26-3473011 | Plan Administrator | $10,793 |
MERCER1 year Filed as: MERCER US INC Service code 16 · EIN 13-2834414 | Consulting | $6,477 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,094 | $123,048-73.1% | $81,988-59.6% | $106,273-68.9% |
| Participation rate | 51.6% | 65.1%-13.4pp | 69.3%-17.6pp | 70.8%-19.2pp |
| Annual return | 19.63% | 14.83%+4.8pp | 41.32%-21.7pp | 21.70%-2.1pp |
| Employer contribution / active EE | $1,005 | $3,893-74.2% | $2,499-59.8% | $2,722-63.1% |
| Participant deferral / active EE | $2,088 | $4,168-49.9% | $3,723-43.9% | $4,601-54.6% |
| Admin fee / account holder | $35 | $116-69.9% | $5,666-99.4% | $78-55.3% |