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 INC4+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1714114 | Recordkeeping | $102,938 |
VERUS3 years Service code 16 · EIN 94-3194697 | Consulting | $37,500 |
KPMG LLP4+ years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $20,167 |
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 | $78,465 | $106,649-26.4% | $80,022-1.9% | $68,904+13.9% |
| Participation rate | 95.4% | 88.1%+7.3pp | 75.8%+19.6pp | 74.1%+21.3pp |
| Annual return | -4.87% | -0.87%-4.0pp | 11.22%-16.1pp | 1.07%-5.9pp |
| Employer contribution / active EE | $5,421 | $4,132+31.2% | $2,468+119.6% | $2,540+113.4% |
| Participant deferral / active EE | $5,420 | $6,395-15.2% | $3,686+47.1% | $4,015+35.0% |
| Admin fee / account holder | $18 | $58-69.6% | $6,521-99.7% | $71-75.2% |