Filed February 7, 2005 (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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC8+ years Filed as: T. ROWE PRICE RET PLAN SERVICES Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $64,044 |
LOCKTON INVESTMENT ADVISORS, LLC7+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 16 PO BOX 219153 · KANSAS CITY, MO 64187 | Consulting | $53,501 |
CREATIVE PLANNING LLC1 year Service code 16 5454 W 110TH STREET · OVERLAND, KS 66211 | Consulting | $16,212 |
MORNINGSTAR1 year Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $1,985 |
Filed as: QDRO CONSULTANTS Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $600 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,178 | $81,948+117.4% | $90,760+96.3% | $64,819+174.9% |
| Participation rate | 98.1% | 80.5%+17.6pp | 75.7%+22.4pp | 71.5%+26.6pp |
| Annual return | -12.71% | -12.53%-0.2pp | -12.16%-0.6pp | 32.84%-45.6pp |
| Employer contribution / active EE | $8,471 | $3,067+176.2% | $2,922+189.9% | $2,507+237.9% |
| Participant deferral / active EE | $13,341 | $4,844+175.4% | $4,565+192.2% | $4,311+209.5% |
| Admin fee / account holder | $158 | $157+0.9% | $8,444-98.1% | $188-15.6% |