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 INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $5,787,713 |
Filed as: SONG MONDRESS Service code 16 720 THIRD AVE · SEATTLE, WA 98104 | Consulting | $40,847 |
EVERCORE TRUST COMPANY1 year Service code 14 PO BOX 5319 · NEW YORK, NY 10150 | Plan Administrator | $25,000 |
MATRIX TRUST COMPANY1 year Filed as: BROADRIDGE ICS INC Service code 14 PO BOX 416423 · BOSTON, MA 02241 | Plan Administrator | $12,463 |
Service code 29 100 SPECTRUM CENTER DR · IRVINE, CA 92618 | Legal | $7,273 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $80,622 | $38,032+112.0% | $87,502-7.9% | $329,111-75.5% |
| Participation rate | 97.2% | 43.3%+53.9pp | 73.8%+23.4pp | 67.9%+29.4pp |
| Annual return | 3.94% | 7.09%-3.1pp | 12.21%-8.3pp | 16.35%-12.4pp |
| Employer contribution / active EE | $2,586 | $677+282.1% | $2,550+1.4% | $2,303+12.3% |
| Participant deferral / active EE | $3,444 | $1,260+173.3% | $3,149+9.4% | $3,682-6.5% |
| Admin fee / account holder | $39 | $50-21.9% | $4,221-99.1% | $754-94.8% |