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 INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $492,841 |
ERNST & YOUNG LLP6 years Service code 10 P.O. BOX 640382 · PITTSBURG, PA 15264 | Accounting | $25,000 |
ALIGHT SOLUTIONS LLC4 years Service code 16 P.O. BOX 95135 · CHICAGO, IL 60694 | Consulting | $18,108 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,725 | $130,338-3.5% | $85,708+46.7% | $106,520+18.0% |
| Participation rate | 68.6% | 64.6%+4.0pp | 69.9%-1.3pp | 71.3%-2.7pp |
| Annual return | 14.27% | 14.40%-0.1pp | 21.49%-7.2pp | 19.28%-5.0pp |
| Employer contribution / active EE | $2,408 | $3,864-37.7% | $2,618-8.0% | $2,840-15.2% |
| Participant deferral / active EE | $4,316 | $4,160+3.7% | $3,922+10.0% | $4,948-12.8% |
| Admin fee / account holder | $46 | $114-59.5% | $6,876-99.3% | $75-38.2% |