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 INC5 years Filed as: T ROWE PRICE ASSOCIATES, INC. Service code 15 · EIN 52-0556948 | Recordkeeping | $1,004,718 |
INSERO & CO. CPAS, LLP5 years Service code 10 · EIN 47-5324570 | Accounting | $64,625 |
NEPC, LLC6+ years Service code 16 · EIN 26-1429809 | Consulting | $61,557 |
HARTER SECREST & EMERY LLP6+ years Service code 29 · EIN 16-0766172 | Legal | $10,646 |
SIDLEY AUSTIN LLP6+ years Service code 29 · EIN 36-4474078 | Legal | $8,087 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $316,512 | $144,879+118.5% | $111,308+184.4% | $93,010+240.3% |
| Participation rate | 61.1% | 86.1%-25.0pp | 77.3%-16.2pp | 73.9%-12.8pp |
| Annual return | 17.18% | 18.11%-0.9pp | 54.67%-37.5pp | 158.70%-141.5pp |
| Employer contribution / active EE | $0 | $3,052-100.0% | $2,732-100.0% | $2,705-100.0% |
| Participant deferral / active EE | $5,842 | $5,576+4.8% | $4,487+30.2% | $4,561+28.1% |
| Admin fee / account holder | $123 | $104+18.6% | $7,965-98.5% | $152-19.0% |