Filed June 20, 2013 (most recent of 2 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 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $30,257 |
Filed as: SILICON VALLEY ACCOUNTANCY Service code 10 3150 ALMADEN EXPRESSWAY, SUITE 105 · SAN JOSE, CA 95118 | Accounting | $20,952 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $250,237 | $80,781+209.8% | $102,437+144.3% | $74,478+236.0% |
| Participation rate | 98.7% | 65.7%+33.1pp | 74.5%+24.2pp | 67.2%+31.5pp |
| Annual return | 13.30% | 27.58%-14.3pp | 24.95%-11.6pp | 1370.56%-1357.3pp |
| Employer contribution / active EE | $11,167 | $3,160+253.4% | $3,871+188.5% | $2,626+325.2% |
| Participant deferral / active EE | $11,933 | $3,862+209.0% | $5,060+135.8% | $4,350+174.3% |
| Admin fee / account holder | $237 | $2,372-90.0% | $8,388-97.2% | $1,946-87.8% |