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 Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $482,788 |
RVK, INC.2 years Filed as: R. V. KUHNS & ASSOCIATES INC Service code 16 PO BOX 3460 · PORTLAND, OR 97208 | Consulting | $49,205 |
FRAZIER & DEETER, LLC2 years Filed as: FRAZIER & DEETER Service code 10 1230 PEACHTREE STREET · ATLANTA, GA 30309 | Accounting | $13,000 |
THE LAMPO GROUP, INC.2 years Service code 16 1749 MALLORY LANE · BRENTWOOD, TN 37027 | Consulting | $9,035 |
SMARTDOLLAR1 year Service code 49 1749 MALLORY LANE · BRENTWOOD, TN 37027 | Other Services | $8,775 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,606 | $96,403+32.4% | $93,621+36.3% | $77,775+64.1% |
| Participation rate | 96.8% | 87.6%+9.1pp | 75.8%+21.0pp | 73.2%+23.6pp |
| Annual return | 22.17% | 39.36%-17.2pp | 32.76%-10.6pp | 32.58%-10.4pp |
| Employer contribution / active EE | $3,862 | $3,616+6.8% | $2,719+42.1% | $2,504+54.2% |
| Participant deferral / active EE | $6,802 | $5,341+27.3% | $4,070+67.1% | $3,966+71.5% |
| Admin fee / account holder | $157 | $90+75.0% | $7,890-98.0% | $100+56.6% |