Filed September 26, 2000 (most recent of 3 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 INC1+ years Filed as: T. ROWE PRICE RETIREMENT PLAN SERVI Service code 14 · EIN 52-1481931 | Plan Administrator | $64,271 |
T ROWE PRICE RPS INC1+ years Filed as: T. ROWE PRICE Service code 15 · EIN 52-0556948 | Recordkeeping | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,334 | $68,408+33.5% | $57,179+59.7% | $57,658+58.4% |
| Participation rate | 95.7% | 79.1%+16.6pp | 75.3%+20.4pp | 70.2%+25.5pp |
| Annual return | 8.36% | 8.51%-0.2pp | 14.59%-6.2pp | 5.13%+3.2pp |
| Employer contribution / active EE | $137 | $2,869-95.2% | $2,682-94.9% | $1,974-93.1% |
| Participant deferral / active EE | $5,830 | $2,903+100.8% | $3,096+88.3% | $3,061+90.5% |
| Admin fee / account holder | $0 | $70-100.0% | $3,139-100.0% | $95-100.0% |