Filed March 9, 1998
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.
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,372,848 |
COOK STREET CONSULTING3 years Service code 16 5299 DTC BLVD · GREENWOOD VILLAGE, CO 80111 | Consulting | $57,449 |
PRECISION INFORMATION, LLC2 years Service code 27 DBA FINANCIAL FITNESS GROUP · SAN DIEGO, CA 92101 | Advisory (Plan) | $25,000 |
EIDE BAILLY LLP2 years Filed as: EIDEBAILLY LLP Service code 10 4310 17TH AVENUE SOUTH · FARGO, ND 58103 | Accounting | $17,253 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,273 | $107,662-90.5% | $159,495-93.6% | $106,520-90.4% |
| Participation rate | 68.6% | 69.4%-0.8pp | 82.8%-14.3pp | 71.3%-2.8pp |
| Annual return | 33.11% | 22.17%+10.9pp | 263.72%-230.6pp | 19.28%+13.8pp |
| Employer contribution / active EE | $408 | $2,741-85.1% | $4,831-91.6% | $2,840-85.6% |
| Participant deferral / active EE | $1,474 | $6,799-78.3% | $7,354-80.0% | $4,948-70.2% |
| Admin fee / account holder | $53 | $69-22.6% | $10,804-99.5% | $75-28.7% |