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 |
|---|---|---|
MCSOLEY MCCOY & CO3 years Filed as: MCSOLEY MCCOY & CO. Service code 10 118 TILLEY DRIVE · SOUTH BURLINGTON, VT 05403 | Accounting | $20,000 |
Service code 16 25 BRAINTREE HILL OFFICE PARK · BRAINTREE, MA 02184 | Consulting | $18,750 |
WILLIS TOWERS WATSON US LLC4 years Filed as: WILLIS TOWERS WATSON Service code 16 1500 MARKET ST · PHILADELPHIA, PA 19102 | Consulting | $14,563 |
T ROWE PRICE RPS INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $8,735 |
Service code 16 PO BOX 71396 · CHICAGO, IL 60694 | Consulting | $8,281 |
Filed as: CHARLES SCHWAB & CO. INC. Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Float revenue; Securities brokerage c... | $96 |
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 | $342,045 | $160,088+113.7% | $112,977+202.8% | $73,415+365.9% |
| Participation rate | 96.6% | 90.7%+5.9pp | 82.6%+14.0pp | 72.2%+24.4pp |
| Annual return | 15.40% | 17.93%-2.5pp | 24.24%-8.8pp | 59.30%-43.9pp |
| Employer contribution / active EE | $5,047 | $5,200-2.9% | $4,255+18.6% | $2,234+126.0% |
| Participant deferral / active EE | $12,813 | $8,024+59.7% | $5,836+119.6% | $3,806+236.7% |
| Admin fee / account holder | $105 | $133-21.0% | $6,294-98.3% | $158-33.6% |