Filed January 24, 2006
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 | $36,965 |
KPMG LLP6 years Service code 10 PO BOX 120754 · DALLAS, TX 75312 | Accounting | $35,000 |
MORNINGSTAR7+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $14,409 |
THE KULLMAN FIRM6 years Service code 29 PO BOX 60118 · NEW ORLEANS, LA 70160 | Legal | $5,919 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,172 | $120,450-0.2% | $159,495-24.7% | $93,010+29.2% |
| Participation rate | 93.7% | 78.0%+15.8pp | 82.8%+10.9pp | 73.9%+19.8pp |
| Annual return | 15.31% | 27.11%-11.8pp | 263.72%-248.4pp | 158.70%-143.4pp |
| Employer contribution / active EE | $1,843 | $3,526-47.7% | $4,831-61.9% | $2,705-31.9% |
| Participant deferral / active EE | $5,731 | $7,283-21.3% | $7,354-22.1% | $4,561+25.7% |
| Admin fee / account holder | $24 | $137-82.3% | $10,804-99.8% | $152-84.0% |