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.
| Provider | Service type | Compensation |
|---|---|---|
VERUS1 year Service code 16 · EIN 94-3194697 | Consulting | $46,815 |
T ROWE PRICE RPS INC2+ years Filed as: T. ROWE PRICE RPS, INC. Service code 37 · EIN 52-1714114 | Loan Processing | $35,107 |
KPMG LLP2+ years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $17,125 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,737 | $117,928-18.8% | $78,002+22.7% | $65,292+46.6% |
| Participation rate | 74.9% | 85.6%-10.7pp | 75.5%-0.7pp | 72.4%+2.4pp |
| Annual return | 13.00% | 11.37%+1.6pp | 425.99%-413.0pp | 11.84%+1.2pp |
| Employer contribution / active EE | $4,832 | $3,999+20.8% | $2,470+95.6% | $2,302+109.9% |
| Participant deferral / active EE | $4,541 | $5,945-23.6% | $3,497+29.8% | $3,579+26.9% |
| Admin fee / account holder | $16 | $66-76.5% | $5,481-99.7% | $57-72.9% |