Filed January 23, 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.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $395,620 |
FINANCIAL ENGINES1 year Filed as: EDELMAN FINANCIAL ENGINES Service code 26 1050 ENTERPRISE WAY · SUNNYVALE, CA 94089 | Advisory (Participants) | $357,409 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,468 | $103,282+62.1% | $81,370+105.8% | $99,313+68.6% |
| Participation rate | 69.8% | 73.2%-3.4pp | 69.5%+0.3pp | 71.7%-1.9pp |
| Annual return | 15.51% | 15.11%+0.4pp | 24.85%-9.3pp | 17.67%-2.2pp |
| Employer contribution / active EE | $2,735 | $3,061-10.6% | $2,464+11.0% | $3,264-16.2% |
| Participant deferral / active EE | $5,003 | $4,549+10.0% | $3,885+28.8% | $5,346-6.4% |
| Admin fee / account holder | $93 | $78+18.8% | $5,749-98.4% | $109-14.6% |