Filed June 28, 2006
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 Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $130,949 |
USI CONSULTING GROUP2 years Filed as: USI ADVISORS INC Service code 16 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Consulting | $45,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,514 | $100,272-80.5% | $170,043-88.5% | $74,460-73.8% |
| Participation rate | 88.0% | 87.4%+0.6pp | 87.0%+1.0pp | 70.7%+17.2pp |
| Annual return | 21.68% | 66.12%-44.4pp | 53.40%-31.7pp | 34.38%-12.7pp |
| Employer contribution / active EE | $1,585 | $4,266-62.8% | $6,790-76.7% | $2,638-39.9% |
| Participant deferral / active EE | $3,851 | $7,147-46.1% | $10,410-63.0% | $4,530-15.0% |
| Admin fee / account holder | $75 | $235-68.2% | $12,824-99.4% | $348-78.5% |