Filed January 15, 2008
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 |
|---|---|---|
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 10 PO BOX 71396 · CHICAGO, IL 60694 | Accounting | $43,938 |
MCSOLEY MCCOY & CO1 year Filed as: MCSOLEY MCCOY Service code 10 118 TILLEY DRIVE SUITE 202 · SOUTH BURLINGTON, VT 05403 | Accounting | $13,900 |
HUNTON ANDREWS KURTH LLP1 year Filed as: HUNTON WILLIAMS LLP Service code 10 PO BOX 405759 · ATLANTA, GA 30384 | Accounting | $11,026 |
T ROWE PRICE RPS INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $4,949 |
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 | $219,680 | $122,709+79.0% | $88,497+148.2% | $57,661+281.0% |
| Participation rate | 97.8% | 89.9%+8.0pp | 82.4%+15.4pp | 70.2%+27.6pp |
| Annual return | 7.42% | 10.63%-3.2pp | 7.63%-0.2pp | 5.13%+2.3pp |
| Employer contribution / active EE | $4,202 | $4,531-7.3% | $4,036+4.1% | $1,974+112.9% |
| Participant deferral / active EE | $9,980 | $6,704+48.9% | $4,899+103.7% | $3,061+226.1% |
| Admin fee / account holder | $113 | $93+21.5% | $6,220-98.2% | $95+19.0% |