Filed September 26, 2003
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 INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $275,605 |
MORNINGSTAR7+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $37,486 |
SMARTDOLLAR3 years Service code 27 1749 MALLORY LANE · BRENTWOOD, TN 37027 | Advisory (Plan) | $35,818 |
Service code 27 PO BOX 3113 · WICHITA, KS 67201 | Advisory (Plan) | $35,100 |
ALIGHT SOLUTIONS LLC1 year Service code 16 P.O. BOX 95135 · CHICAGO, IL 60694 | Consulting | $6,375 |
BAKER & BOTTS6 years Filed as: BAKER BOTTS LLP Service code 29 PO BOX 301251 · DALLAS, TX 75303 | Legal | $5,462 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,862 | $53,512+252.9% | $189,611-0.4% | $93,010+103.1% |
| Participation rate | 87.6% | 67.3%+20.4pp | 78.5%+9.2pp | 73.9%+13.7pp |
| Annual return | 15.18% | 20.32%-5.1pp | 64.20%-49.0pp | 158.70%-143.5pp |
| Employer contribution / active EE | $5,368 | $1,429+275.6% | $4,413+21.7% | $2,705+98.4% |
| Participant deferral / active EE | $10,484 | $3,748+179.7% | $6,174+69.8% | $4,561+129.9% |
| Admin fee / account holder | $93 | $95-2.4% | $9,808-99.1% | $152-38.8% |