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 INC3 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1714114 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $867,755 |
Filed as: IRON CAPITAL ADVISORS, INC. Service code 16 3355 LENOX ROAD SUITE 925 · ATLANTA, GA 30326 | Consulting | $67,000 |
CROWE LLP3 years Service code 10 · EIN 35-0921680 | Accounting | $57,355 |
SEYFARTH SHAW LLP3 years Service code 16 3807 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693 | Consulting | $23,289 |
MORNINGSTAR2 years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $6,192 |
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 | $78,470 | $41,203+90.4% | $61,629+27.3% | $89,433-12.3% |
| Participation rate | 40.5% | 35.4%+5.1pp | 52.6%-12.1pp | 71.3%-30.8pp |
| Annual return | -18.37% | -14.63%-3.7pp | 339.09%-357.5pp | -11.88%-6.5pp |
| Employer contribution / active EE | $896 | $603+48.7% | $1,160-22.7% | $3,021-70.3% |
| Participant deferral / active EE | $2,193 | $1,367+60.4% | $2,124+3.2% | $5,125-57.2% |
| Admin fee / account holder | $44 | $74-39.7% | $2,132-97.9% | $79-44.1% |