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 INC2 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $91,445 |
Service code 16 PO BOX 60071 · RALEIGH, NC 27675 | Consulting | $67,287 |
MAYER HOFFMAN MCCANN P.C.2 years Service code 10 PO BOX 645547 · CINCINNATI, OH 45264 | Accounting | $15,250 |
Filed as: REDW WEALTH LLC Service code 26 · EIN 85-0467977 | Advisory (Participants) | $10,480 |
L ROY PAPP & ASSOCIATES LLP2 years Service code 26 · EIN 86-0641993 | Advisory (Participants) | $9,103 |
Filed as: PHYSICIAN WEALTH SOLUTIONS INC Service code 26 · EIN 46-3705575 | Advisory (Participants) | $5,165 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Float revenue; Direct payment from th... | $142 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,076 | $46,339+372.8% | $143,801+52.3% | $64,829+237.9% |
| Participation rate | 94.4% | 64.3%+30.1pp | 80.3%+14.1pp | 71.5%+22.9pp |
| Annual return | -15.07% | -10.05%-5.0pp | -0.04%-15.0pp | 32.85%-47.9pp |
| Employer contribution / active EE | $12,562 | $1,911+557.3% | $4,952+153.7% | $2,507+401.1% |
| Participant deferral / active EE | $10,537 | $2,648+297.9% | $5,639+86.9% | $4,312+144.4% |
| Admin fee / account holder | $187 | $154+21.5% | $14,680-98.7% | $188-0.5% |