Filed June 14, 2006 (most recent of 2 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 INC8 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $71,413 |
Filed as: RAYMOND JAMES FINANCIAL SERVICE ADV Service code 16 11 WEST 23RD STREET · PANAMA CITY, FL 32405 | Consulting | $22,500 |
TORRILLO & ASSOCIATES, LLC9 years Filed as: BOYER & RITTER LLC Service code 10 PO BOX 8300 · CAMP HILL, PA 17001 | Accounting | $14,250 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,936 | $29,507+225.1% | $56,025+71.2% | $77,762+23.4% |
| Participation rate | 97.4% | 32.7%+64.6pp | 52.5%+44.8pp | 70.6%+26.8pp |
| Annual return | 13.49% | 18.90%-5.4pp | 1712.69%-1699.2pp | 31.27%-17.8pp |
| Employer contribution / active EE | $3,777 | $570+563.0% | $1,042+262.6% | $2,728+38.5% |
| Participant deferral / active EE | $5,490 | $1,062+417.1% | $1,955+180.9% | $4,651+18.0% |
| Admin fee / account holder | $86 | $1,041-91.8% | $2,828-97.0% | $433-80.2% |