Filed November 9, 2005
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 INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $24,992 |
MORNINGSTAR1+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $5,481 |
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 | $116,564 | $86,791+34.3% | $115,038+1.3% | $59,188+96.9% |
| Participation rate | 98.6% | 72.8%+25.7pp | 81.4%+17.2pp | 69.4%+29.2pp |
| Annual return | 0.56% | 4.44%-3.9pp | 26.14%-25.6pp | 5.51%-4.9pp |
| Employer contribution / active EE | $3,272 | $2,950+10.9% | $4,608-29.0% | $2,098+55.9% |
| Participant deferral / active EE | $7,790 | $5,298+47.0% | $6,026+29.3% | $3,265+138.6% |
| Admin fee / account holder | $5 | $95-94.9% | $8,175-99.9% | $92-94.7% |