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 INC8+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1714114 | Recordkeeping | $158,645 |
FINANCIAL ENGINES1 year Service code 26 · EIN 47-5324976 | Advisory (Participants) | $99,279 |
VERUS7 years Service code 16 · EIN 94-3194697 | Consulting | $47,862 |
Service code 10 · EIN 43-1947695 | Accounting | $19,950 |
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 | $90,931 | $125,029-27.3% | $90,767+0.2% | $78,104+16.4% |
| Participation rate | 97.4% | 93.0%+4.5pp | 75.7%+21.7pp | 74.5%+22.9pp |
| Annual return | -14.47% | -14.80%+0.3pp | -12.16%-2.3pp | 10.90%-25.4pp |
| Employer contribution / active EE | $6,485 | $4,916+31.9% | $2,922+121.9% | $3,128+107.3% |
| Participant deferral / active EE | $6,605 | $7,684-14.0% | $4,565+44.7% | $5,089+29.8% |
| Admin fee / account holder | $27 | $56-51.4% | $8,445-99.7% | $79-65.7% |