Filed January 31, 2008 (most recent of 2 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 INC1 year Service code 15 · EIN 52-1714114 | Recordkeeping | $460,475 |
FINANCIAL ENGINES1 year Filed as: EDELMAN FINANCIAL ENGINES Service code 26 · EIN 47-5324976 | Advisory (Participants) | $330,497 |
VERUS9 years Service code 27 · EIN 94-3194697 | Advisory (Plan) | $107,809 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $22,500 |
HAWLEY TROXELL6 years Filed as: HAWLEY, TROXELL ENNIS & HAWLEY LLP Service code 29 · EIN 82-0259668 | Legal | $9,368 |
Filed as: QDRO CONSULTANTS Service code 16 · EIN 34-1820650 | Consulting | $8,500 |
Service code 33 · EIN 94-1737782 | Securities brokerage; Shareholder ser... | $943 |
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 | $126,208 | $153,784-17.9% | $105,607+19.5% | $99,314+27.1% |
| Participation rate | 98.3% | 92.3%+6.0pp | 75.3%+23.0pp | 71.7%+26.6pp |
| Annual return | 14.36% | 14.98%-0.6pp | 116.11%-101.7pp | 17.67%-3.3pp |
| Employer contribution / active EE | $5,071 | $5,293-4.2% | $3,167+60.1% | $3,264+55.3% |
| Participant deferral / active EE | $7,575 | $8,286-8.6% | $5,011+51.2% | $5,346+41.7% |
| Admin fee / account holder | $85 | $77+9.3% | $10,958-99.2% | $109-22.5% |