Filed October 19, 2004
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.
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC7 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $158,875 |
MILLER KAPLAN ARASE LLP7 years Filed as: MILLER, KAPLAN, ARASE & CO., LLP Service code 10 4123 LANKERSHIM BLVD · NORTH HOLLYWOOD, CA 91602 | Accounting | $19,000 |
CHARLES SCHWAB & CO., INC.7 years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Float r... | $282 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,127 | $241,850-51.6% | $102,437+14.3% | $200,096-41.5% |
| Participation rate | 80.5% | 78.3%+2.1pp | 74.5%+6.0pp | 72.0%+8.5pp |
| Annual return | 16.70% | 17.67%-1.0pp | 24.95%-8.2pp | 34.26%-17.6pp |
| Employer contribution / active EE | $1,918 | $4,253-54.9% | $3,871-50.5% | $3,038-36.9% |
| Participant deferral / active EE | $6,473 | $3,961+63.4% | $5,060+27.9% | $5,090+27.2% |
| Admin fee / account holder | $106 | $288-63.3% | $8,388-98.7% | $269-60.8% |