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.
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC3+ years Filed as: T. ROWE PRICE RETIREMENT PLAN SVCS Service code 15 · EIN 52-1714114 | Recordkeeping | $324,467 |
AON CONSULTING1 year Service code 16 · EIN 22-2232264 | Consulting | $88,208 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO Service code 21 420 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Bank Trustee | $81,359 |
PANAGORA ASSET MANAGEMENT3+ years Filed as: PANAGORA Service code 28 · EIN 04-3063840 | Investment Management | $63,513 |
RVK, INC.3+ years Filed as: RV KUHNS Service code 28 · EIN 93-0910652 | Investment Management | $41,163 |
Filed as: LEGAL & GENERAL Service code 28 · EIN 20-8058531 | Investment Management | $29,504 |
FRAZIER & DEETER, LLC3+ years Filed as: FRAZIER & DEETER Service code 10 · EIN 58-1433845 | Accounting | $13,000 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $21,578,776-100.0% | $476,019-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 0.0%0pp |
| Annual return | -3.57% | 39.99%-43.6pp | 4.36%-7.9pp | 33.37%-36.9pp |
| Employer contribution / active EE | $0 | $11,066-100.0% | $27,383-100.0% | $11,253-100.0% |
| Participant deferral / active EE | $0 | $93-100.0% | $75-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $14,020-100.0% | $99,113-100.0% |