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 INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $535,681 |
MORNINGSTAR8+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $8,175 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,356 | $93,773+56.1% | $125,401+16.7% | $78,104+87.4% |
| Participation rate | 97.7% | 75.6%+22.1pp | 82.4%+15.3pp | 74.5%+23.1pp |
| Annual return | -18.22% | 277.78%-296.0pp | 572.53%-590.7pp | 10.90%-29.1pp |
| Employer contribution / active EE | $3,833 | $3,678+4.2% | $4,816-20.4% | $3,128+22.6% |
| Participant deferral / active EE | $10,013 | $6,971+43.6% | $7,448+34.4% | $5,089+96.8% |
| Admin fee / account holder | $57 | $67-14.6% | $10,008-99.4% | $79-27.6% |