Filed October 18, 2004 (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.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $265,720 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $273,284 | $104,631+161.2% | $98,462+177.6% | $80,187+240.8% |
| Participation rate | 98.1% | 87.5%+10.6pp | 75.2%+22.9pp | 72.9%+25.2pp |
| Annual return | 18.57% | 34.72%-16.2pp | 21.20%-2.6pp | 40.40%-21.8pp |
| Employer contribution / active EE | $12,187 | $4,517+169.8% | $3,049+299.7% | $2,980+309.0% |
| Participant deferral / active EE | $13,632 | $6,545+108.3% | $4,738+187.7% | $5,016+171.8% |
| Admin fee / account holder | $41 | $105-61.3% | $8,875-99.5% | $145-72.0% |