Filed November 16, 2007
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 INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $113,660 |
FIDUCIENT ADVISORS LLC3 years Filed as: FIDUCIENT ADVISORS Service code 16 500 WEST MADISON STREET · CHICAGO, IL 60661 | Consulting | $36,627 |
ROBINSON & COLE LLP6 years Filed as: ROBINSON & COLE Service code 29 280 TRUMBULL STREET · HARTFORD, CT 06103 | Legal | $17,959 |
BROCK AND COMPANY3 years Service code 10 2516 WEST MAIN STREET · LITTLETON, CO 80120 | Accounting | $12,047 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,556 | $104,631+19.0% | $98,439+26.5% | $80,160+55.4% |
| Participation rate | 96.8% | 87.5%+9.2pp | 75.2%+21.6pp | 72.9%+23.9pp |
| Annual return | 16.93% | 34.72%-17.8pp | 21.16%-4.2pp | 40.38%-23.5pp |
| Employer contribution / active EE | $5,641 | $4,517+24.9% | $3,048+85.1% | $2,978+89.5% |
| Participant deferral / active EE | $8,065 | $6,545+23.2% | $4,738+70.2% | $5,017+60.7% |
| Admin fee / account holder | $95 | $105-9.6% | $8,948-98.9% | $145-34.6% |