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 |
|---|---|---|
GROOM LAW GROUP5 years Filed as: GROOM LAW GROUP, CHARTERED Service code 29 PO BOX 2598 · RINCON, GA 31326 | Legal | $133,084 |
T ROWE PRICE RPS INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $97,482 |
PORTFOLIO EVALUATIONS, INC.8+ years Filed as: PORTFOLIO EVALUATIONS INC Service code 16 15 INDEPENDENCE BLVD · WARREN, NJ 07059 | Consulting | $43,266 |
DELOITTE & TOUCHE LLP1 year Filed as: DELOITTE TAX LLP Service code 10 P.O. BOX 844736 · DALLAS, TX 75284 | Accounting | $28,035 |
Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $21,633 |
MILLER KAPLAN ARASE LLP7 years Filed as: MILLER, KAPLAN, ARASE & CO., LLP Service code 10 4123 LANDERSHIM BLVD · NORTH HOLLYWOOD, CA 91602 | Accounting | $20,600 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,619 | $74,188+235.1% | $115,756+114.8% | $64,829+283.5% |
| Participation rate | 86.0% | 76.2%+9.8pp | 77.1%+8.9pp | 71.5%+14.5pp |
| Annual return | -19.10% | -11.81%-7.3pp | 143.14%-162.2pp | 32.85%-52.0pp |
| Employer contribution / active EE | $4,541 | $3,365+35.0% | $3,793+19.7% | $2,507+81.1% |
| Participant deferral / active EE | $13,326 | $5,294+151.7% | $6,254+113.1% | $4,312+209.1% |
| Admin fee / account holder | $206 | $148+38.8% | $8,124-97.5% | $188+9.6% |