Filed October 8, 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 INC6 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $21,119 |
MERCER4 years Service code 16 PO BOX 13793 · DALLAS, TX 75373 | Consulting | $16,640 |
BDO USA, LLP2 years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $15,000 |
FINANCIAL ENGINES7 years Service code 26 1050 ENTERPRISE WAY · SUNNYVALE, CA 94089 | Advisory (Participants) | $10,264 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,635 | $89,123+19.7% | $102,460+4.1% | $77,762+37.1% |
| Participation rate | 86.1% | 80.9%+5.2pp | 76.5%+9.6pp | 70.6%+15.5pp |
| Annual return | 12.33% | 25.05%-12.7pp | 29.47%-17.1pp | 31.27%-18.9pp |
| Employer contribution / active EE | $2,702 | $2,700+0.1% | $3,025-10.7% | $2,728-1.0% |
| Participant deferral / active EE | $4,748 | $5,148-7.8% | $5,056-6.1% | $4,651+2.1% |
| Admin fee / account holder | $160 | $236-32.3% | $9,460-98.3% | $433-63.1% |