Filed January 30, 2014 (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 INC1 year Filed as: T ROWE PRICE RPS Service code 17 · EIN 52-1714114 100 EAST PRATT STREET · BALTIMORE, MD 20202 | Pension Consulting | $2,660 |
JANUS HENDERSON1 year Filed as: JANUS ANDERSON Service code 12 | Participant loan processing; Float re... | $0 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT Service code 17 · EIN 33-0905143 120 VANTIS · ALISO VIEJO, CA 92656 | Pension Consulting | $0 |
OWINGS & COMPANY1 year Service code 17 · EIN 47-1066660 11710 PLAZA AMERICA DRIVE · RESTON, VA 20190 | Pension Consulting | $0 |
T ROWE PRICE RPS INC1 year Service code 12 | Redemption fees; Participant communic... | $0 |
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 | $17,340 | $42,582-59.3% | $171,082-89.9% | $57,661-69.9% |
| Participation rate | 94.5% | 63.9%+30.6pp | 76.7%+17.8pp | 70.2%+24.3pp |
| Annual return | 62.75% | 308.67%-245.9pp | 32.56%+30.2pp | 5.13%+57.6pp |
| Employer contribution / active EE | $2,619 | $1,306+100.5% | $4,002-34.6% | $1,974+32.7% |
| Participant deferral / active EE | $3,387 | $2,933+15.5% | $4,797-29.4% | $3,061+10.7% |
| Admin fee / account holder | $9 | $82-88.9% | $8,520-99.9% | $95-90.4% |