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 INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $60,936 |
FINANCIAL ENGINES1 year Service code 26 1050 ENTERPRISE WAY · SUNNYVALE, CA 94089 | Advisory (Participants) | $47,795 |
ELLWOOD ASSOCIATES1 year Filed as: ELLWOOD ASSOC. Service code 16 33 WEST MONROE · CHICAGO, IL 60603 | Consulting | $16,980 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,317 | $225,489-37.3% | $81,726+72.9% | $93,223+51.6% |
| Participation rate | 90.6% | 80.7%+10.0pp | 72.0%+18.6pp | 74.9%+15.7pp |
| Annual return | 16.39% | 14.44%+1.9pp | 29.49%-13.1pp | 19.29%-2.9pp |
| Employer contribution / active EE | $3,436 | $3,151+9.0% | $4,311-20.3% | $2,680+28.2% |
| Participant deferral / active EE | $4,078 | $4,408-7.5% | $7,108-42.6% | $4,563-10.6% |
| Admin fee / account holder | $13 | $185-92.8% | $5,160-99.7% | $79-83.2% |