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.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC5 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $196,823 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES Service code 16 PO BOX 9496 · NEW YORK, NY 10087 | Consulting | $30,000 |
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 | $105,902 | $126,111-16.0% | $142,562-25.7% | $80,187+32.1% |
| Participation rate | 94.5% | 87.5%+7.0pp | 76.8%+17.7pp | 72.9%+21.6pp |
| Annual return | 16.34% | 23.39%-7.1pp | 20.13%-3.8pp | 40.40%-24.1pp |
| Employer contribution / active EE | $4,388 | $6,430-31.7% | $4,841-9.4% | $2,980+47.3% |
| Participant deferral / active EE | $7,305 | $7,822-6.6% | $6,280+16.3% | $5,016+45.6% |
| Admin fee / account holder | $72 | $92-22.2% | $10,012-99.3% | $145-50.4% |