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 INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $485,159 |
KFI AUDIT & ADVISORY1 year Service code 10 940 MAIN STREET · LOUISVILLE, CO 80027 | Accounting | $16,000 |
Filed as: ALAVAREZ AND MARSAL TAX AND LLC Service code 10 600 MADISON AVE · NEW YORK, NY 10022 | Accounting | $11,248 |
MORNINGSTAR4+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $7,493 |
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 | $122,780 | $83,812+46.5% | $123,553-0.6% | $68,904+78.2% |
| Participation rate | 97.7% | 77.0%+20.7pp | 82.3%+15.4pp | 74.1%+23.6pp |
| Annual return | -4.58% | 0.60%-5.2pp | 119.21%-123.8pp | 1.07%-5.6pp |
| Employer contribution / active EE | $3,258 | $2,924+11.4% | $4,628-29.6% | $2,540+28.3% |
| Participant deferral / active EE | $7,788 | $5,609+38.8% | $6,426+21.2% | $4,015+94.0% |
| Admin fee / account holder | $65 | $65-0.5% | $9,284-99.3% | $71-9.4% |