Filed July 18, 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 INC2 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $41,851 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1,168 |
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 | $104,569 | $122,585-14.7% | $184,256-43.2% | $200,096-47.7% |
| Participation rate | 98.0% | 86.9%+11.1pp | 86.8%+11.2pp | 72.0%+26.0pp |
| Annual return | 14.53% | 144.12%-129.6pp | 28.85%-14.3pp | 34.26%-19.7pp |
| Employer contribution / active EE | $5,897 | $4,571+29.0% | $6,427-8.3% | $3,038+94.1% |
| Participant deferral / active EE | $7,817 | $7,972-1.9% | $9,133-14.4% | $5,090+53.6% |
| Admin fee / account holder | $5 | $120-96.1% | $13,899-100.0% | $269-98.3% |