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 |
|---|---|---|
T ROWE PRICE RPS INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $54,321 |
Service code 16 25 BRAINTREE HILL OFFICE PARK · BRAINTREE, MA 02184 | Consulting | $50,000 |
WILLIS TOWERS WATSON US LLC6 years Filed as: WILLIS TOWERS WATSON Service code 16 1500 MARKET ST · PHILADELPHIA, PA 19102 | Consulting | $22,546 |
MCSOLEY MCCOY & CO5 years Filed as: MCSOLEY MCCOY & CO. Service code 10 118 TILLEY DRIVE · SOUTH BURLINGTON, VT 05403 | Accounting | $17,000 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $30 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $281,442 | $131,734+113.6% | $93,765+200.2% | $64,829+334.1% |
| Participation rate | 97.6% | 85.5%+12.2pp | 81.0%+16.6pp | 71.5%+26.2pp |
| Annual return | -16.22% | -14.04%-2.2pp | -11.32%-4.9pp | 32.85%-49.1pp |
| Employer contribution / active EE | $5,412 | $5,643-4.1% | $4,327+25.1% | $2,507+115.9% |
| Participant deferral / active EE | $13,246 | $8,135+62.8% | $6,099+117.2% | $4,312+207.2% |
| Admin fee / account holder | $206 | $141+45.9% | $7,184-97.1% | $188+9.7% |