Filed October 16, 2007
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 | $210,511 |
FIDUCIARY INVESTMENT ADVISORS4+ years Service code 16 ONE HUNDRED NORTHFIELD DRIVE · WINDSOR, CT 06095 | Consulting | $71,914 |
BONADIO & CO., LLP2 years Service code 10 100 CORPORATE PARKWAY SUITE 200 · AMHERST, NY 14226 | Accounting | $11,470 |
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 | $153,698 | $78,852+94.9% | $76,768+100.2% | $75,289+104.1% |
| Participation rate | 98.7% | 85.0%+13.7pp | 77.0%+21.7pp | 72.4%+26.3pp |
| Annual return | -3.95% | -1.29%-2.7pp | 2.43%-6.4pp | -0.04%-3.9pp |
| Employer contribution / active EE | $6,884 | $2,794+146.4% | $2,485+177.0% | $2,405+186.3% |
| Participant deferral / active EE | $10,535 | $4,800+119.5% | $3,852+173.5% | $3,739+181.8% |
| Admin fee / account holder | $119 | $79+50.3% | $6,676-98.2% | $102+16.0% |