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 INC5+ years Filed as: T. ROWE PRICE RETIREMENT PLAN SVCS Service code 15 · EIN 52-1714114 | Recordkeeping | $283,753 |
LEGAL & GENERAL INVESTMENT3 years Filed as: LEGAL & GENERAL Service code 28 · EIN 20-8058531 | Investment Management | $156,475 |
AON CONSULTING3 years Service code 16 · EIN 22-2232264 | Consulting | $108,546 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO Service code 21 420 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Bank Trustee | $69,782 |
RVK, INC.5+ years Filed as: RV KUHNS Service code 28 · EIN 93-0910652 | Investment Management | $42,910 |
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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 | $2,822,362-100.0% | $91,826-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 4.7%-4.7pp | 0.6%-0.6pp |
| Annual return | 11.57% | 16.36%-4.8pp | 793.01%-781.4pp | 11.45%+0.1pp |
| Employer contribution / active EE | $0 | $15,595-100.0% | $27,004-100.0% | $17,219-100.0% |
| Participant deferral / active EE | $0 | $5-100.0% | $154-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $4,239-100.0% | $15,480-100.0% |