Filed May 10, 2007 (most recent of 3 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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2+ years Filed as: T. ROWE PRICE RETIREMENT PLAN SVCS Service code 15 · EIN 52-1714114 | Recordkeeping | $272,704 |
NORTHERN TRUST COMPANY2+ years Filed as: NORTHERN TRUST Service code 18 · EIN 36-1561860 | Trustee (bank, trust company, or simi... | $132,094 |
HEWITT ASSOCIATES LLC2+ years Service code 11 · EIN 36-2235791 | Actuarial | $103,627 |
PANAGORA ASSET MANAGEMENT2+ years Filed as: PANAGORA Service code 28 · EIN 04-3063840 | Investment Management | $73,492 |
RVK, INC.2+ years Filed as: RV KUHNS Service code 28 · EIN 93-0910652 | Investment Management | $40,317 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 28 420 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Investment Management | $23,996 |
FRAZIER & DEETER, LLC2+ years Filed as: FRAZIER & DEETER Service code 10 · EIN 58-1433845 | Accounting | $13,000 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $180,484-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 0.0%0pp |
| Annual return | 11.76% | 35.86%-24.1pp | 10.53%+1.2pp | 17.84%-6.1pp |
| Employer contribution / active EE | $30,329 | $23,588+28.6% | $29,360+3.3% | $14,688+106.5% |
| Participant deferral / active EE | $0 | $317-100.0% | $54-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $1,273-100.0% | - |