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 16 25 BRAINTREE HILL OFFICE PARK · BRAINTREE, MA 02184 | Consulting | $58,000 |
T ROWE PRICE RPS INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $48,127 |
MCSOLEY MCCOY & CO7 years Filed as: MCSOLEY MCCOY & CO. Service code 10 118 TILLEY DRIVE · SOUTH BURLINGTON, VT 05403 | Accounting | $19,000 |
WILLIS TOWERS WATSON US LLC8 years Filed as: WILLIS TOWERS WATSON Service code 16 1500 MARKET ST · PHILADELPHIA, PA 19102 | Consulting | $12,250 |
CHARLES SCHWAB & CO., INC.7 years Service code 33 · EIN 94-1737782 | Other commissions; Securities brokera... | $45 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $343,139 | $155,364+120.9% | $103,065+232.9% | $77,762+341.3% |
| Participation rate | 97.2% | 85.5%+11.7pp | 80.6%+16.6pp | 70.6%+26.6pp |
| Annual return | 14.28% | 19.01%-4.7pp | 23.95%-9.7pp | 31.27%-17.0pp |
| Employer contribution / active EE | $7,234 | $5,949+21.6% | $4,675+54.7% | $2,728+165.2% |
| Participant deferral / active EE | $14,911 | $8,482+75.8% | $6,625+125.1% | $4,651+220.6% |
| Admin fee / account holder | $374 | $503-25.7% | $9,349-96.0% | $433-13.7% |