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.
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $112,484 |
Filed as: CAPTRUST FINANCIAL PARTNERS Service code 27 4208 SIX FORKS RD · RALEIGH, NC 27609 | Advisory (Plan) | $32,500 |
GROOM LAW GROUP2 years Filed as: GROOM LAW GROUP, CHARTERED Service code 29 PO BOX 2598 · RINCON, GA 31326 | Legal | $24,389 |
XACT BUSINESS SOLUTIONS3 years Service code 38 2450 S.W. GRAPEVINE PKWY · GRAPEVINE, TX 76051 | Participant Communication | $17,422 |
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 | $29,370 | $89,609-67.2% | $127,803-77.0% | $89,609-67.2% |
| Participation rate | 90.6% | 69.6%+21.0pp | 79.0%+11.6pp | 69.6%+21.0pp |
| Annual return | 22.60% | 33.65%-11.1pp | 26.14%-3.5pp | 33.65%-11.1pp |
| Employer contribution / active EE | $589 | $2,584-77.2% | $4,576-87.1% | $2,584-77.2% |
| Participant deferral / active EE | $2,342 | $4,222-44.5% | $6,023-61.1% | $4,222-44.5% |
| Admin fee / account holder | $14 | $72-80.4% | $9,399-99.9% | $72-80.4% |