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 INC5+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1714114 | Recordkeeping | $132,891 |
VERUS4 years Service code 16 · EIN 94-3194697 | Consulting | $62,500 |
KPMG LLP5+ years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $20,917 |
HAWLEY TROXELL1 year Filed as: HAWLEY, TROXELL ENNIS & HAWLEY LLP Service code 29 · EIN 82-0259668 | Legal | $6,275 |
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 | $96,488 | $156,529-38.4% | $93,621+3.1% | $82,204+17.4% |
| Participation rate | 82.2% | 86.5%-4.3pp | 75.8%+6.4pp | 73.4%+8.8pp |
| Annual return | 22.60% | 20.36%+2.2pp | 32.76%-10.2pp | 26.31%-3.7pp |
| Employer contribution / active EE | $4,813 | $4,800+0.3% | $2,719+77.0% | $2,707+77.8% |
| Participant deferral / active EE | $4,964 | $6,674-25.6% | $4,070+22.0% | $4,246+16.9% |
| Admin fee / account holder | $24 | $65-63.5% | $7,890-99.7% | $76-68.7% |