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 INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $512,030 |
KFI AUDIT & ADVISORY2 years Service code 10 940 MAIN STREET · LOUISVILLE, CO 80027 | Accounting | $16,000 |
ALVAREZ & MARSAL TAXAND, LLC2 years Filed as: ALAVAREZ AND MARSAL TAX AND LLC Service code 16 600 MADISON AVE · NEW YORK, NY 10022 | Consulting | $15,390 |
MORNINGSTAR5+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $7,108 |
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 | $133,852 | $95,048+40.8% | $141,200-5.2% | $82,204+62.8% |
| Participation rate | 97.9% | 73.7%+24.2pp | 82.5%+15.5pp | 73.4%+24.5pp |
| Annual return | 24.88% | 26.89%-2.0pp | 71.41%-46.5pp | 26.31%-1.4pp |
| Employer contribution / active EE | $3,600 | $2,921+23.2% | $4,736-24.0% | $2,707+33.0% |
| Participant deferral / active EE | $8,493 | $5,907+43.8% | $6,710+26.6% | $4,246+100.0% |
| Admin fee / account holder | $60 | $78-22.3% | $10,265-99.4% | $76-20.1% |