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 INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $624,343 |
JLK ROSENBERGER LLP1 year Service code 10 2601 MAIN STREET · IRVINE, CA 92614 | Accounting | $21,050 |
MERCER1 year Service code 16 PO BOX 13793 · DALLAS, TX 75373 | Consulting | $16,250 |
MORNINGSTAR10+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $13,903 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,222 | $120,321+61.4% | $147,117+32.0% | $99,313+95.6% |
| Participation rate | 97.8% | 73.4%+24.4pp | 82.2%+15.6pp | 71.7%+26.1pp |
| Annual return | 38.32% | 28.95%+9.4pp | 420.54%-382.2pp | 17.67%+20.7pp |
| Employer contribution / active EE | $4,384 | $4,158+5.5% | $4,932-11.1% | $3,264+34.3% |
| Participant deferral / active EE | $11,052 | $8,044+37.4% | $8,065+37.0% | $5,346+106.8% |
| Admin fee / account holder | $58 | $150-61.2% | $12,993-99.6% | $109-46.5% |