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 INC8 years Filed as: T. ROWE PRICE RPS INC. Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $104,962 |
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS Service code 16 500 WEST MADISON STREET · CHICAGO, IL 60661 | Consulting | $66,533 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,768 | $104,544+94.9% | $96,564+111.0% | $80,187+154.1% |
| Participation rate | 97.4% | 86.4%+11.0pp | 76.0%+21.4pp | 72.9%+24.4pp |
| Annual return | 15.49% | 21.79%-6.3pp | 25.89%-10.4pp | 40.40%-24.9pp |
| Employer contribution / active EE | $3,679 | $3,527+4.3% | $2,967+24.0% | $2,980+23.5% |
| Participant deferral / active EE | $10,459 | $6,170+69.5% | $4,852+115.6% | $5,016+108.5% |
| Admin fee / account holder | $134 | $107+25.5% | $8,256-98.4% | $145-7.6% |