Filed September 30, 1992 (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.
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $4,199,271 |
Filed as: SONG MONDRESS Service code 16 720 THIRD AVE · SEATTLE, WA 98104 | Consulting | $41,834 |
MATRIX TRUST COMPANY1+ years Filed as: BROADRIDGE ICS Service code 14 PO BOX 416423 · BOSTON, MA 02241 | Plan Administrator | $16,000 |
OGLETREE DEAKINS1+ years Filed as: OGLETREE DEAKINS NASH SMOAK AND STE Service code 16 PO BOX 89 · COLUMBIA, SC 29202 | Consulting | $5,009 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,082 | $38,315+106.4% | $80,004-1.2% | $69,651+13.5% |
| Participation rate | 97.3% | 43.0%+54.3pp | 73.0%+24.3pp | 66.6%+30.7pp |
| Annual return | 7.94% | -2.06%+10.0pp | 7.63%+0.3pp | 53.77%-45.8pp |
| Employer contribution / active EE | $2,528 | $783+223.0% | $2,473+2.2% | $2,241+12.8% |
| Participant deferral / active EE | $3,344 | $1,495+123.7% | $3,204+4.4% | $3,635-8.0% |
| Admin fee / account holder | $30 | $48-38.6% | $5,033-99.4% | $63-52.9% |