Filed September 3, 2010 (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 |
|---|---|---|
401K ADVISORS INC1+ years Filed as: 401K AND ADVISORS INC Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $135,965 |
BKD, LLP1+ years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 P.O. BOX 602828 · CHARLOTTE, NC 28260 | Accounting | $8,500 |
MORNINGSTAR1+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $7,975 |
T ROWE PRICE RPS INC1+ years Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $23,762 | $36,004-34.0% | $64,101-62.9% | $69,651-65.9% |
| Participation rate | 66.1% | 47.3%+18.9pp | 68.2%-2.0pp | 66.6%-0.4pp |
| Annual return | 1.54% | 4.26%-2.7pp | 791.27%-789.7pp | 53.77%-52.2pp |
| Employer contribution / active EE | $1,351 | $617+119.0% | $1,820-25.8% | $2,241-39.7% |
| Participant deferral / active EE | $1,571 | $1,166+34.7% | $2,822-44.3% | $3,635-56.8% |
| Admin fee / account holder | $8 | $49-84.5% | $4,499-99.8% | $63-88.0% |