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 |
|---|---|---|
Service code 26 PO BOX 71396 · CHICAGO, IL 60694 | Advisory (Participants) | $62,821 |
MCSOLEY MCCOY & CO1 year Filed as: MCSOLEY MCCOY & CO. Service code 10 118 TILLEY DRIVE · SOUTH BURLINGTON, VT 05403 | Accounting | $15,000 |
T ROWE PRICE RPS INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $6,769 |
Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Shareholder servicing fees; Direct pa... | $926 |
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 | $247,306 | $120,075+106.0% | $90,782+172.4% | $55,727+343.8% |
| Participation rate | 97.7% | 88.0%+9.7pp | 82.7%+15.0pp | 70.9%+26.8pp |
| Annual return | -4.90% | -3.47%-1.4pp | -3.42%-1.5pp | 244.94%-249.8pp |
| Employer contribution / active EE | $4,665 | $4,693-0.6% | $4,105+13.6% | $2,078+124.5% |
| Participant deferral / active EE | $12,060 | $6,826+76.7% | $5,366+124.7% | $3,356+259.4% |
| Admin fee / account holder | $133 | $111+19.2% | $5,908-97.8% | $115+15.3% |