Filed July 18, 2013
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 INC3 years Filed as: T. ROWE PRICE RPS INC Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $83,830 |
ELLWOOD ASSOCIATES3 years Filed as: J.H. ELLWOOD & ASSOCIATES INC Service code 16 · EIN 36-3121777 | Consulting | $78,056 |
Filed as: MAYER HOFFMAN MCCANN PC Service code 10 · EIN 43-1947695 | Accounting | $13,750 |
Filed as: CBIZ BENEFITS & INSURANCE Service code 10 · EIN 31-1582098 | Accounting | $8,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $209,372 | $62,941+232.6% | $172,757+21.2% | $67,584+209.8% |
| Participation rate | 95.9% | 64.5%+31.4pp | 82.6%+13.3pp | 71.3%+24.6pp |
| Annual return | 21.99% | 30.36%-8.4pp | 803.06%-781.1pp | 378.59%-356.6pp |
| Employer contribution / active EE | $12,163 | $1,636+643.3% | $5,144+136.4% | $2,148+466.3% |
| Participant deferral / active EE | $8,727 | $2,145+306.8% | $5,198+67.9% | $3,540+146.6% |
| Admin fee / account holder | $245 | $167+47.3% | $13,956-98.2% | $142+72.5% |