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 INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $447,843 |
ERNST & YOUNG LLP8 years Service code 10 P.O. BOX 640382 · PITTSBURG, PA 15264 | Accounting | $25,000 |
ALIGHT SOLUTIONS LLC6 years Service code 16 P.O. BOX 95135 · CHICAGO, IL 60694 | Consulting | $21,437 |
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 | $116,844 | $119,999-2.6% | $70,589+65.5% | $96,393+21.2% |
| Participation rate | 68.3% | 66.2%+2.1pp | 68.4%-0.1pp | 71.3%-3.0pp |
| Annual return | 19.17% | 20.36%-1.2pp | 32.80%-13.6pp | 22.88%-3.7pp |
| Employer contribution / active EE | $2,665 | $4,602-42.1% | $2,977-10.5% | $3,239-17.7% |
| Participant deferral / active EE | $4,854 | $4,604+5.4% | $4,569+6.2% | $5,455-11.0% |
| Admin fee / account holder | $41 | $95-57.1% | $6,430-99.4% | $74-45.1% |