Filed March 27, 2011
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC6 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $176,908 |
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES Service code 16 PO BOX 9496 · NEW YORK, NY 10087 | Consulting | $60,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $132,516 | $139,767-5.2% | $153,643-13.8% | $199,960-33.7% |
| Participation rate | 93.2% | 85.1%+8.1pp | 77.1%+16.1pp | 72.0%+21.2pp |
| Annual return | 13.01% | 20.59%-7.6pp | 15.71%-2.7pp | 34.28%-21.3pp |
| Employer contribution / active EE | $4,347 | $6,517-33.3% | $5,039-13.7% | $3,036+43.2% |
| Participant deferral / active EE | $7,409 | $8,055-8.0% | $6,754+9.7% | $5,087+45.6% |
| Admin fee / account holder | $89 | $98-9.0% | $12,739-99.3% | $269-66.9% |