Filed March 27, 2015 (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 INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $13,281 |
MORNINGSTAR1+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $5,489 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $66,633 | $112,772-40.9% | $57,357+16.2% | $59,188+12.6% |
| Participation rate | 95.9% | 71.3%+24.6pp | 75.1%+20.8pp | 69.4%+26.5pp |
| Annual return | -0.05% | 0.85%-0.9pp | 24.41%-24.5pp | 5.51%-5.6pp |
| Employer contribution / active EE | $4,358 | $3,400+28.2% | $2,689+62.1% | $2,098+107.7% |
| Participant deferral / active EE | $5,715 | $3,010+89.9% | $3,162+80.8% | $3,265+75.1% |
| Admin fee / account holder | $6 | $144-95.8% | $3,357-99.8% | $92-93.4% |