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 INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $500,311 |
MORNINGSTAR9+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $8,912 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,985 | $121,599+41.4% | $135,998+26.5% | $103,657+65.9% |
| Participation rate | 74.6% | 76.2%-1.6pp | 81.9%-7.3pp | 73.4%+1.2pp |
| Annual return | 21.15% | 26.09%-4.9pp | 68.37%-47.2pp | 33.13%-12.0pp |
| Employer contribution / active EE | $3,065 | $4,627-33.8% | $4,860-36.9% | $3,216-4.7% |
| Participant deferral / active EE | $8,013 | $7,782+3.0% | $7,761+3.3% | $5,218+53.6% |
| Admin fee / account holder | $52 | $76-31.3% | $10,769-99.5% | $114-54.4% |