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 INC7 years Filed as: T ROWE PRICE ASSOCIATES, INC. Service code 15 · EIN 52-0556948 | Recordkeeping | $313,185 |
NEPC, LLC8+ years Service code 16 · EIN 26-1429809 | Consulting | $117,102 |
HARTER SECREST & EMERY LLP8+ years Service code 29 · EIN 16-0766172 | Legal | $83,031 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $50,993 |
SIDLEY AUSTIN LLP8+ years Service code 29 · EIN 36-4474078 | Legal | $50,254 |
INSERO & CO. CPAS, LLP7 years Service code 10 · EIN 47-5324570 | Accounting | $50,025 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $288,276 | $104,544+175.7% | $96,544+198.6% | $80,169+259.6% |
| Participation rate | 89.0% | 86.4%+2.6pp | 76.0%+13.0pp | 72.9%+16.0pp |
| Annual return | 12.79% | 21.79%-9.0pp | 25.88%-13.1pp | 40.39%-27.6pp |
| Employer contribution / active EE | $0 | $3,527-100.0% | $2,966-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $5,907 | $6,170-4.3% | $4,851+21.8% | $5,016+17.8% |
| Admin fee / account holder | $85 | $107-20.2% | $8,254-99.0% | $145-41.2% |