Filed September 20, 1995
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 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $198,797 |
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 1920 MAIN STREET · IRVINE, CA 92614 | Consulting | $92,400 |
MOSS ADAMS LLP6+ years Service code 10 PO BOX 748369 · LOS ANGELES, CA 90074 | Accounting | $33,600 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,024 | $176,471+13.3% | $95,968+108.4% | $90,274+121.6% |
| Participation rate | 85.7% | 86.6%-0.8pp | 77.1%+8.7pp | 73.4%+12.4pp |
| Annual return | 17.99% | 20.15%-2.2pp | 91.65%-73.7pp | 53.97%-36.0pp |
| Employer contribution / active EE | $3,068 | $2,783+10.2% | $2,542+20.7% | $2,523+21.6% |
| Participant deferral / active EE | $10,898 | $5,325+104.6% | $4,167+161.5% | $4,231+157.6% |
| Admin fee / account holder | $103 | $154-33.5% | $6,798-98.5% | $114-10.1% |