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 INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $312,124 |
FINANCIAL ENGINES2 years Service code 26 1050 ENTERPRISE WAY · SUNNYVALE, CA 94089 | Advisory (Participants) | $240,749 |
ELLWOOD ASSOCIATES2 years Filed as: ELLWOOD ASSOC. Service code 16 33 WEST MONROE · CHICAGO, IL 60603 | Consulting | $60,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,461 | $111,651+43.7% | $86,645+85.2% | $101,555+58.0% |
| Participation rate | 84.6% | 83.2%+1.4pp | 71.7%+13.0pp | 74.5%+10.1pp |
| Annual return | 13.71% | 19.55%-5.8pp | 63.52%-49.8pp | 21.00%-7.3pp |
| Employer contribution / active EE | $2,355 | $3,410-30.9% | $2,496-5.6% | $2,972-20.7% |
| Participant deferral / active EE | $4,321 | $4,831-10.5% | $3,700+16.8% | $4,874-11.3% |
| Admin fee / account holder | $68 | $79-13.9% | $5,830-98.8% | $139-51.1% |