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 |
|---|---|---|
T ROWE PRICE RPS INC3+ years Filed as: T. ROWE PRICE RPS, INC. Service code 37 · EIN 52-1714114 | Loan Processing | $92,074 |
VERUS2 years Service code 16 · EIN 94-3194697 | Consulting | $50,000 |
KPMG LLP3+ years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $34,750 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $86,683 | $2,226,388-96.1% | $91,004-4.7% | $177,276-51.1% |
| Participation rate | 95.6% | 85.1%+10.5pp | 75.6%+20.0pp | 74.8%+20.8pp |
| Annual return | 18.75% | 20.16%-1.4pp | 4.60%+14.2pp | 21.25%-2.5pp |
| Employer contribution / active EE | $5,369 | $4,139+29.7% | $2,456+118.6% | $2,479+116.6% |
| Participant deferral / active EE | $5,158 | $6,423-19.7% | $3,548+45.4% | $3,881+32.9% |
| Admin fee / account holder | $18 | $1,921-99.0% | $5,417-99.7% | $154-88.0% |