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 INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $104,229 |
PORTFOLIO EVALUATIONS, INC.6+ years Filed as: PORTFOLIO EVALUATIONS INC Service code 16 15 INDEPENDENCE BLVD · WARREN, NJ 07059 | Consulting | $62,379 |
GROOM LAW GROUP3 years Filed as: GROOM LAW GROUP, CHARTERED Service code 29 PO BOX 2598 · RINCON, GA 31326 | Legal | $42,889 |
MILLER KAPLAN ARASE LLP5 years Filed as: MILLER, KAPLAN, ARASE & CO., LLP Service code 10 4123 LANDERSHIM BLVD · NORTH HOLLYWOOD, CA 91602 | Accounting | $20,000 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $273,612 | $82,093+233.3% | $379,746-27.9% | $73,409+272.7% |
| Participation rate | 87.7% | 76.8%+11.0pp | 78.4%+9.3pp | 72.2%+15.6pp |
| Annual return | 17.35% | 18.89%-1.5pp | 34.90%-17.6pp | 59.29%-41.9pp |
| Employer contribution / active EE | $5,264 | $2,847+84.9% | $3,540+48.7% | $2,234+135.7% |
| Participant deferral / active EE | $13,359 | $4,697+184.4% | $6,024+121.8% | $3,805+251.1% |
| Admin fee / account holder | $132 | $128+3.8% | $7,927-98.3% | $158-16.1% |