Filed April 6, 2006 (most recent of 3 filings on file)
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 INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $161,357 |
Filed as: ALAVAREZ AND MARSAL TAX AND LLC Service code 10 600 MADISON AVE · NEW YORK, NY 10022 | Accounting | $156,085 |
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 | $128,367 | $145,513-11.8% | $184,256-30.3% | $99,313+29.3% |
| Participation rate | 98.5% | 90.3%+8.3pp | 86.8%+11.7pp | 71.7%+26.8pp |
| Annual return | 15.20% | 21.25%-6.1pp | 28.85%-13.6pp | 17.67%-2.5pp |
| Employer contribution / active EE | $4,783 | $5,354-10.7% | $6,427-25.6% | $3,264+46.5% |
| Participant deferral / active EE | $8,518 | $8,423+1.1% | $9,133-6.7% | $5,346+59.3% |
| Admin fee / account holder | $39 | $78-50.4% | $13,899-99.7% | $109-64.7% |