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 Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1714114 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $898,967 |
IRON-CO-FID-COMPREHENSIVE2 years Filed as: IRON CAPITAL ADVISORS, INC Service code 16 3355 LENOX ROAD SUITE 295 · ATLANTA, GA 30326 | Consulting | $67,000 |
CROWE LLP2 years Service code 10 PO BOX 71570 · CHICAGO, IL 60694 | Accounting | $45,600 |
SEYFARTH SHAW LLP2 years Service code 16 3807 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693 | Consulting | $26,764 |
MORNINGSTAR1 year Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $6,447 |
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 | $89,645 | $51,728+73.3% | $80,793+11.0% | $106,520-15.8% |
| Participation rate | 49.6% | 33.9%+15.7pp | 54.2%-4.6pp | 71.3%-21.7pp |
| Annual return | 12.03% | 32.29%-20.3pp | 87.33%-75.3pp | 19.28%-7.2pp |
| Employer contribution / active EE | $861 | $460+87.3% | $1,160-25.8% | $2,840-69.7% |
| Participant deferral / active EE | $2,013 | $1,076+87.1% | $2,144-6.1% | $4,948-59.3% |
| Admin fee / account holder | $41 | $80-48.7% | $3,375-98.8% | $75-44.7% |