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 INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $538,233 |
MORNINGSTAR7+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $10,412 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,833 | $114,842+63.6% | $159,495+17.8% | $101,555+85.0% |
| Participation rate | 98.3% | 71.6%+26.6pp | 82.8%+15.4pp | 74.5%+23.7pp |
| Annual return | 16.58% | 22.90%-6.3pp | 263.72%-247.1pp | 21.00%-4.4pp |
| Employer contribution / active EE | $3,804 | $3,203+18.8% | $4,831-21.3% | $2,972+28.0% |
| Participant deferral / active EE | $9,945 | $6,336+57.0% | $7,354+35.2% | $4,874+104.0% |
| Admin fee / account holder | $61 | $80-24.5% | $10,804-99.4% | $139-56.5% |