Filed July 14, 2006 (most recent of 20 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 year Filed as: T ROWE PRICE ASSOCIATES, INC. Service code 28 · EIN 52-0556948 | Investment Management | $1,609,091 |
NEPC, LLC2+ years Service code 16 · EIN 26-1429809 | Consulting | $116,250 |
THE BANK OF NEW YORK MELLON2+ years Service code 18 · EIN 13-5160382 | Custodial (other than securities) | $48,317 |
INSERO & CO. CPAS, LLP1 year Service code 10 · EIN 47-5324570 | Accounting | $41,500 |
HARTER SECREST & EMERY LLP2+ years Service code 16 · EIN 16-0766172 | Consulting | $19,962 |
SIDLEY AUSTIN LLP2+ years Service code 29 · EIN 36-4474078 | Legal | $7,839 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $249,409 | $88,730+181.1% | $82,312+203.0% | $77,958+219.9% |
| Participation rate | 65.1% | 84.5%-19.4pp | 76.9%-11.8pp | 71.6%-6.5pp |
| Annual return | 10.48% | 20.88%-10.4pp | 25.88%-15.4pp | 20.87%-10.4pp |
| Employer contribution / active EE | $0 | $2,758-100.0% | $2,428-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $6,818 | $4,634+47.1% | $3,706+84.0% | $3,537+92.8% |
| Admin fee / account holder | $97 | $74+30.7% | $5,608-98.3% | $97-0.7% |