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 INC9+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1714114 | Recordkeeping | $515,751 |
FINANCIAL ENGINES2 years Service code 26 · EIN 47-5324976 | Advisory (Participants) | $252,546 |
VERUS8 years Service code 16 · EIN 94-3194697 | Consulting | $75,000 |
MAYER HOFFMAN MCCANN P.C.2 years Service code 10 · EIN 43-1947695 | Accounting | $22,299 |
HAWLEY TROXELL1 year Filed as: HAWLEY, TROXWELL ENNIS & HAWLEY LLP Service code 29 · EIN 82-0259668 | Legal | $10,404 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,026 | $136,310-14.9% | $98,462+17.8% | $103,657+11.9% |
| Participation rate | 97.6% | 89.2%+8.3pp | 75.2%+22.4pp | 73.4%+24.2pp |
| Annual return | 22.84% | 19.67%+3.2pp | 21.20%+1.6pp | 33.13%-10.3pp |
| Employer contribution / active EE | $5,194 | $4,714+10.2% | $3,049+70.4% | $3,216+61.5% |
| Participant deferral / active EE | $6,971 | $7,358-5.3% | $4,738+47.1% | $5,218+33.6% |
| Admin fee / account holder | $82 | $76+7.9% | $8,875-99.1% | $114-28.0% |