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 INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $401,126 |
RVK, INC.5 years Filed as: R. V. KUHNS & ASSOCIATES INC Service code 16 PO BOX 3460 · PORTLAND, OR 97208 | Consulting | $52,062 |
RVK, INC.1 year Service code 16 1211 SW 5TH AVENUE · PORTLAND, OR 97204 | Consulting | $17,524 |
SMARTDOLLAR4 years Service code 26 1749 MALLORY LANE · BRENTWOOD, TN 37027 | Advisory (Participants) | $14,329 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE RPS INC. Service code 15 | Recordkeeping | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,665 | $136,266-15.1% | $90,767+27.4% | $77,906+48.5% |
| Participation rate | 95.1% | 86.6%+8.4pp | 75.7%+19.4pp | 73.7%+21.4pp |
| Annual return | -14.94% | -11.32%-3.6pp | -12.16%-2.8pp | 12.16%-27.1pp |
| Employer contribution / active EE | $8,262 | $4,215+96.0% | $2,922+182.8% | $2,846+190.3% |
| Participant deferral / active EE | $6,944 | $6,353+9.3% | $4,565+52.1% | $4,805+44.5% |
| Admin fee / account holder | $204 | $399-48.9% | $8,445-97.6% | $133+53.6% |