Filed June 17, 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.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $465,463 |
MERCER2 years Service code 16 PO BOX 13793 · DALLAS, TX 75373 | Consulting | $59,899 |
ERNST & YOUNG LLP3 years Service code 10 PO BOX 640382 · PITTSBURGH, PA 15264 | Accounting | $25,000 |
AON CONSULTING1 year Filed as: AON HEWITT ASSOCIATES LLC Service code 16 PO BOX 95135 · CHICAGO, IL 60694 | Consulting | $9,974 |
ALIGHT SOLUTIONS LLC1 year Service code 16 PO BOX 95135 · CHICAGO, IL 60694 | Consulting | $8,186 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,868 | $96,540-13.1% | $67,313+24.6% | $73,367+14.3% |
| Participation rate | 64.6% | 65.8%-1.2pp | 69.1%-4.5pp | 69.5%-4.9pp |
| Annual return | -2.64% | -4.11%+1.5pp | -4.08%+1.4pp | 173.45%-176.1pp |
| Employer contribution / active EE | $1,529 | $4,087-62.6% | $2,566-40.4% | $2,499-38.8% |
| Participant deferral / active EE | $3,599 | $3,965-9.2% | $3,568+0.9% | $4,033-10.8% |
| Admin fee / account holder | $56 | $100-43.9% | $4,507-98.8% | $68-18.3% |