Filed October 18, 2004 (most recent of 3 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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $64,291 |
GROOM LAW GROUP1 year Filed as: GROOM LAW GROUP, CHARTERED Service code 29 PO BOX 2598 · RINCON, GA 31326 | Legal | $46,697 |
Filed as: PENSION BENEFIT INFORMATION LLC Service code 49 333 S 7TH STREET · MINNEAPOLIS, MN 55402 | Other Services | $14,708 |
XACT BUSINESS SOLUTIONS2 years Service code 38 2450 S.W. GRAPEVINE PKWY · GRAPEVINE, TX 76051 | Participant Communication | $12,401 |
OGLETREE DEAKINS1 year Filed as: OGLETREE,DEAKINS,NASH,SMOAK & STEWA Service code 16 PO BOX 89 · COLUMBIA, SC 29202 | Consulting | $5,007 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $36,251 | $73,367-50.6% | $111,392-67.5% | $73,367-50.6% |
| Participation rate | 58.2% | 69.5%-11.3pp | 78.9%-20.7pp | 69.5%-11.3pp |
| Annual return | 4.69% | 173.45%-168.8pp | -2.06%+6.7pp | 173.45%-168.8pp |
| Employer contribution / active EE | $445 | $2,499-82.2% | $4,328-89.7% | $2,499-82.2% |
| Participant deferral / active EE | $1,740 | $4,033-56.8% | $5,567-68.7% | $4,033-56.8% |
| Admin fee / account holder | $16 | $68-77.3% | $12,266-99.9% | $68-77.3% |