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 INC4+ years Filed as: T. ROWE PRICE RETIREMENT PLAN SVCS Service code 15 · EIN 52-1714114 | Recordkeeping | $302,822 |
LEGAL & GENERAL INVESTMENT2 years Filed as: LEGAL & GENERAL Service code 28 · EIN 20-8058531 | Investment Management | $182,855 |
AON CONSULTING2 years Service code 16 · EIN 22-2232264 | Consulting | $105,666 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO Service code 21 420 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Bank Trustee | $72,868 |
RVK, INC.4+ years Filed as: RV KUHNS Service code 28 · EIN 93-0910652 | Investment Management | $41,945 |
ALSTON & BIRD LLP1 year Filed as: ALSTON & BYRD Service code 29 · EIN 58-0137615 | Legal | $25,688 |
FRAZIER & DEETER, LLC4+ years Filed as: FRAZIER & DEETER Service code 10 · EIN 58-1433845 | Accounting | $14,000 |
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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 | $341,093,897-100.0% | $50,635-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 6.0%-6.0pp | 0.0%0pp |
| Annual return | 15.12% | 53.17%-38.1pp | 18.06%-2.9pp | 21.83%-6.7pp |
| Employer contribution / active EE | $0 | $14,715-100.0% | $30,411-100.0% | $12,237-100.0% |
| Participant deferral / active EE | $0 | $65-100.0% | $40-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $1,675-100.0% | $1,551,325-100.0% |