Filed December 19, 2007
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.
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $141,810 |
GRANT THORNTON LLP3+ years Service code 10 33562 TREASURY CENTER · CHICAGO, IL 60694 | Accounting | $51,450 |
HOLLAND & KNIGHT1 year Service code 17 PO BOX 936937 · ATLANTA, GA 311936937 | Pension Consulting | $24,291 |
Filed as: PORTFOLIO EVALUATIONS Service code 17 15 INDEPENDENCE BLVD · WARREN, NJ 07059 | Pension Consulting | $21,806 |
Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $235 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $100,848-100.0% | $86,717-100.0% | $134,554-100.0% |
| Participation rate | 0.0% | 78.9%-78.9pp | 76.6%-76.6pp | 81.2%-81.2pp |
| Annual return | -91.17% | 29.12%-120.3pp | 35.97%-127.1pp | 418.46%-509.6pp |
| Employer contribution / active EE | $0 | $3,491-100.0% | $2,837-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $5,340-100.0% | $4,657-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $10,930-100.0% | $7,494-100.0% | $11,430-100.0% |