Filed January 20, 1997
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.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $72,168 |
SMARTDOLLAR1 year Service code 26 1749 MALLORY LANE · BRENTWOOD, TN 37027 | Advisory (Participants) | $21,870 |
BRADY MARTZ & ASSOCIATES6 years Filed as: BRADY, MARTZ & ASSOCIATES, P.C. Service code 10 401 DEMERS AVENUE SUITE 300 · GRAND FORKS, ND 58208 | Accounting | $10,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,123 | $91,406+99.2% | $130,070+40.0% | $74,478+144.5% |
| Participation rate | 93.5% | 77.8%+15.7pp | 78.5%+15.0pp | 70.7%+22.7pp |
| Annual return | 17.71% | 23.21%-5.5pp | -137.40%+155.1pp | 34.37%-16.7pp |
| Employer contribution / active EE | $8,333 | $2,565+224.9% | $4,322+92.8% | $2,637+216.0% |
| Participant deferral / active EE | $6,073 | $4,724+28.6% | $5,821+4.3% | $4,530+34.1% |
| Admin fee / account holder | $78 | $283-72.5% | $10,600-99.3% | $347-77.5% |