Filed October 13, 2006 (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 INC2 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $1,000,381 |
Filed as: MORGAN STANLEY GLOBAL BANKING Service code 27 1300 THAMES STREET · BALTIMORE, MD 21231 | Advisory (Plan) | $75,172 |
CROWE LLP5 years Service code 10 · EIN 35-0921680 | Accounting | $60,758 |
SEYFARTH SHAW LLP5 years Service code 29 3807 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693 | Legal | $15,345 |
MORNINGSTAR4 years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $11,884 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $81,405 | $52,172+56.0% | $56,025+45.3% | $106,553-23.6% |
| Participation rate | 58.2% | 32.5%+25.7pp | 52.5%+5.7pp | 69.8%-11.6pp |
| Annual return | 12.05% | 17.21%-5.2pp | 1712.69%-1700.6pp | 17.37%-5.3pp |
| Employer contribution / active EE | $1,264 | $613+106.4% | $1,042+21.4% | $3,359-62.4% |
| Participant deferral / active EE | $2,954 | $1,424+107.5% | $1,955+51.2% | $5,562-46.9% |
| Admin fee / account holder | $39 | $90-57.1% | $2,828-98.6% | $80-51.3% |