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 27 PO BOX 71396 · CHICAGO, IL 60694 | Advisory (Plan) | $35,241 |
Filed as: WILLIS TOWERS WATSON Service code 10 1500 MARKET ST · PHILADELPHIA, PA 19102 | Accounting | $18,872 |
MCSOLEY MCCOY & CO1 year Filed as: MCSOLEY MCCOY AND CO. Service code 10 118 TILLEY DRIVE · SOUTH BURLINGTON, VT 05403 | Accounting | $5,000 |
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $4,560 |
Filed as: CHARLES SCHWAB AND CO INC Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Direct payment from the plan; Shareho... | $351 |
Filed as: CHARLES SCHWAB AND CO., INC. Service code 33 | Shareholder servicing fees; Securitie... | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $255,030 | $138,427+84.2% | $97,995+160.2% | $69,634+266.2% |
| Participation rate | 97.9% | 90.0%+8.0pp | 82.4%+15.6pp | 70.7%+27.3pp |
| Annual return | 17.20% | 26.21%-9.0pp | 23.94%-6.7pp | 27572.26%-27555.1pp |
| Employer contribution / active EE | $4,356 | $4,858-10.3% | $4,158+4.8% | $2,032+114.4% |
| Participant deferral / active EE | $10,757 | $7,165+50.1% | $5,097+111.1% | $3,224+233.7% |
| Admin fee / account holder | $93 | $101-8.0% | $5,943-98.4% | $110-16.1% |