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 INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $461,191 |
K FINANCIAL INC1 year Filed as: K FINANCIAL Service code 10 940 MAIN STREET · LOUISVILLE, CO 80027 | Accounting | $15,000 |
MORNINGSTAR3+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $7,052 |
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 | $139,793 | $96,458+44.9% | $136,298+2.6% | $77,958+79.3% |
| Participation rate | 97.0% | 75.4%+21.6pp | 81.9%+15.1pp | 71.6%+25.4pp |
| Annual return | 19.37% | 23.78%-4.4pp | 5156.27%-5136.9pp | 20.87%-1.5pp |
| Employer contribution / active EE | $3,398 | $3,144+8.1% | $4,696-27.6% | $2,310+47.1% |
| Participant deferral / active EE | $8,177 | $5,902+38.5% | $6,247+30.9% | $3,537+131.2% |
| Admin fee / account holder | $65 | $80-19.3% | $9,244-99.3% | $97-33.3% |