Filed October 18, 2004
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 INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $95,414 |
CAPFINANCIAL PARTNERS LLC3 years Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $67,514 |
GROOM LAW GROUP7 years Filed as: GROOM LAW GROUP, CHARTERED Service code 29 PO BOX 2598 · RINCON, GA 31326 | Legal | $61,035 |
DELOITTE & TOUCHE LLP3 years Filed as: DELOITTE TAX LLP Service code 10 P.O. BOX 844736 · DALLAS, TX 75284 | Accounting | $24,885 |
MILLER KAPLAN ARASE LLP9 years Filed as: MILLER, KAPLAN, ARASE & CO., LLP Service code 10 4123 LANDERSHIM BLVD · NORTH HOLLYWOOD, CA 91602 | Accounting | $22,600 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $328,867 | $89,588+267.1% | $133,698+146.0% | $77,762+322.9% |
| Participation rate | 93.2% | 74.3%+18.9pp | 76.4%+16.8pp | 70.6%+22.6pp |
| Annual return | 15.09% | 17.42%-2.3pp | 580.90%-565.8pp | 31.27%-16.2pp |
| Employer contribution / active EE | $6,838 | $3,491+95.9% | $4,218+62.1% | $2,728+150.7% |
| Participant deferral / active EE | $15,290 | $5,592+173.4% | $7,016+117.9% | $4,651+228.8% |
| Admin fee / account holder | $176 | $539-67.3% | $6,703-97.4% | $433-59.3% |