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 INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $116,445 |
GROOM LAW GROUP2 years Filed as: GROOM LAW GROUP, CHARTERED Service code 29 PO BOX 2598 · RINCON, GA 31326 | Legal | $104,045 |
PORTFOLIO EVALUATIONS, INC.5+ years Filed as: PORTFOLIO EVALUATIONS INC Service code 16 15 INDEPENDENCE BLVD · WARREN, NJ 07059 | Consulting | $81,356 |
MILLER KAPLAN ARASE LLP4 years Filed as: MILLER, KAPLAN, ARASE & CO., LLP Service code 10 4123 LANDERSHIM BLVD · NORTH HOLLYWOOD, CA 91602 | Accounting | $20,000 |
MORNINGSTAR5+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $10,140 |
TAI1 year Service code 14 5241 CALIFORNIA AVE · IRVINE, CA 92617 | Plan Administrator | $6,607 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $238,498 | $75,419+216.2% | $392,568-39.2% | $67,584+252.9% |
| Participation rate | 62.6% | 74.8%-12.3pp | 78.1%-15.5pp | 71.3%-8.7pp |
| Annual return | 23.07% | 36.70%-13.6pp | 24.42%-1.4pp | 378.59%-355.5pp |
| Employer contribution / active EE | $3,860 | $2,636+46.4% | $3,783+2.0% | $2,148+79.7% |
| Participant deferral / active EE | $9,416 | $4,347+116.6% | $5,985+57.3% | $3,540+166.0% |
| Admin fee / account holder | $183 | $114+61.0% | $6,260-97.1% | $142+28.7% |