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 INC7+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1714114 | Recordkeeping | $143,923 |
VERUS6 years Service code 16 · EIN 94-3194697 | Consulting | $87,500 |
HAWLEY TROXELL3 years Filed as: HAWLEY, TROXELL ENNIS & HAWLEY LLP Service code 29 · EIN 82-0259668 | Legal | $5,154 |
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 | $115,004 | $153,507-25.1% | $106,554+7.9% | $101,555+13.2% |
| Participation rate | 97.5% | 86.3%+11.1pp | 76.1%+21.3pp | 74.5%+22.9pp |
| Annual return | 15.42% | 15.11%+0.3pp | 26.80%-11.4pp | 21.00%-5.6pp |
| Employer contribution / active EE | $6,412 | $4,668+37.4% | $2,819+127.4% | $2,972+115.7% |
| Participant deferral / active EE | $6,691 | $7,264-7.9% | $4,398+52.1% | $4,874+37.3% |
| Admin fee / account holder | $23 | $74-68.6% | $7,408-99.7% | $139-83.4% |