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 INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $240,673 |
MORNINGSTAR2+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $6,187 |
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 | $120,391 | $85,635+40.6% | $123,894-2.8% | $63,975+88.2% |
| Participation rate | 97.9% | 74.9%+23.0pp | 81.4%+16.5pp | 71.1%+26.8pp |
| Annual return | 8.37% | 15.74%-7.4pp | 47.52%-39.1pp | 48.65%-40.3pp |
| Employer contribution / active EE | $3,246 | $3,076+5.5% | $4,617-29.7% | $2,182+48.8% |
| Participant deferral / active EE | $7,709 | $5,667+36.0% | $5,984+28.8% | $3,356+129.7% |
| Admin fee / account holder | $34 | $75-54.8% | $8,357-99.6% | $70-51.9% |