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 |
|---|---|---|
KPMG LLP1+ years Service code 10 · EIN 13-5565207 | Accounting | $18,938 |
T ROWE PRICE RPS INC1+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1714114 | Recordkeeping | $7,750 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,515 | $81,321-74.8% | $68,509-70.1% | $59,188-65.3% |
| Participation rate | 82.1% | 83.8%-1.7pp | 74.7%+7.4pp | 69.4%+12.7pp |
| Annual return | -1.10% | 4.65%-5.7pp | 8.27%-9.4pp | 5.51%-6.6pp |
| Employer contribution / active EE | $1,631 | $3,297-50.5% | $2,278-28.4% | $2,098-22.2% |
| Participant deferral / active EE | $1,562 | $4,592-66.0% | $3,382-53.8% | $3,265-52.1% |
| Admin fee / account holder | $15 | $62-75.3% | $5,275-99.7% | $92-83.5% |