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 |
|---|---|---|
AON CONSULTING4 years Service code 16 · EIN 22-2232264 | Consulting | $485,517 |
RVK, INC.6+ years Filed as: RV KUHNS Service code 28 · EIN 93-0910652 | Investment Management | $286,925 |
T ROWE PRICE RPS INC6+ years Filed as: T. ROWE PRICE RETIREMENT PLAN SVCS Service code 15 · EIN 52-1714114 | Recordkeeping | $205,175 |
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO Service code 21 420 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Bank Trustee | $72,958 |
ALSTON & BIRD LLP3 years Filed as: ALSTON & BYRD Service code 29 1201 WEST PEACHTREE · ATLANTA, GA 303093424 | Legal | $37,526 |
LEGAL & GENERAL INVESTMENT4 years Filed as: LEGAL & GENERAL Service code 28 · EIN 20-8058531 | Investment Management | $26,286 |
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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 | $1,472,696-100.0% | $54,060-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.3%-3.3pp | 0.7%-0.7pp |
| Annual return | 3.07% | 11.91%-8.8pp | 36.37%-33.3pp | 13.24%-10.2pp |
| Employer contribution / active EE | $0 | $16,637-100.0% | $37,223-100.0% | $14,616-100.0% |
| Participant deferral / active EE | $0 | $12-100.0% | $524-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $568-100.0% | $4,137-100.0% |