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 INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $285,258 |
RVK, INC.3 years Filed as: R. V. KUHNS & ASSOCIATES INC Service code 16 PO BOX 3460 · PORTLAND, OR 97208 | Consulting | $66,738 |
SMARTDOLLAR2 years Service code 16 1749 MALLORY LANE · BRENTWOOD, TN 37027 | Consulting | $17,880 |
ALSTON & BIRD LLP1 year Service code 29 PO BOX 933124 · ATLANTA, GA 31193 | Legal | $6,648 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,189 | $105,190+22.8% | $98,920+30.6% | $90,274+43.1% |
| Participation rate | 97.5% | 86.4%+11.1pp | 76.0%+21.4pp | 73.4%+24.1pp |
| Annual return | 14.80% | 18.52%-3.7pp | 196.47%-181.7pp | 53.97%-39.2pp |
| Employer contribution / active EE | $6,713 | $3,831+75.3% | $2,689+149.6% | $2,523+166.0% |
| Participant deferral / active EE | $7,021 | $5,616+25.0% | $4,245+65.4% | $4,231+66.0% |
| Admin fee / account holder | $104 | $97+7.3% | $6,643-98.4% | $114-8.4% |