Filed October 31, 2005 (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+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $362,718 |
BDO USA, LLP1+ years Filed as: BDO, USA LLP Service code 10 · EIN 13-5381590 | Accounting | $41,000 |
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH & CONSULTING LLC Service code 16 15 S RAYMOND AVE · PASADENA, CA 91105 | Consulting | $27,542 |
BENEFITT CONSULTING LLC.1+ years Service code 16 · EIN 57-1215837 | Consulting | $23,232 |
AON CONSULTING1+ years Filed as: AON CONSULTING INC Service code 16 PO BOX 95135 · CHICAGO, IL 60694 | Consulting | $7,500 |
DYKEMAGOSSET PLLC1+ years Service code 16 400 RENAISSANCE CENTER · DETROIT, MI 48243 | Consulting | $7,275 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $143,784 | $71,957+99.8% | $67,652+112.5% | $59,188+142.9% |
| Participation rate | 97.2% | 82.7%+14.5pp | 75.7%+21.5pp | 69.4%+27.8pp |
| Annual return | -4.11% | 8.53%-12.6pp | 6625.40%-6629.5pp | 5.51%-9.6pp |
| Employer contribution / active EE | $5,598 | $2,432+130.2% | $2,266+147.1% | $2,098+166.8% |
| Participant deferral / active EE | $5,512 | $4,211+30.9% | $3,560+54.8% | $3,265+68.8% |
| Admin fee / account holder | $72 | $64+12.8% | $4,821-98.5% | $92-21.5% |