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 INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $489,592 |
KFI AUDIT & ADVISORY3 years Service code 10 940 MAIN STREET · LOUISVILLE, CO 80027 | Accounting | $26,328 |
ALVAREZ & MARSAL TAXAND, LLC3 years Filed as: ALAVAREZ AND MARSAL TAX AND LLC Service code 16 600 MADISON AVE · NEW YORK, NY 10022 | Consulting | $15,557 |
MORNINGSTAR6+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $8,436 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,349 | $108,759+50.2% | $149,751+9.1% | $93,223+75.2% |
| Participation rate | 98.0% | 70.7%+27.3pp | 82.5%+15.6pp | 74.9%+23.1pp |
| Annual return | 21.22% | 19.53%+1.7pp | 276.71%-255.5pp | 19.29%+1.9pp |
| Employer contribution / active EE | $2,988 | $2,777+7.6% | $4,646-35.7% | $2,680+11.5% |
| Participant deferral / active EE | $9,518 | $6,149+54.8% | $6,843+39.1% | $4,563+108.6% |
| Admin fee / account holder | $60 | $81-25.8% | $9,312-99.4% | $79-24.4% |