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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $215,173 |
MILLER KAPLAN ARASE LLP2 years Filed as: MILLER, KAPLAN, ARASE & CO., LLP Service code 10 4123 LANDERSHIM BLVD · NORTH HOLLYWOOD, CA 91602 | Accounting | $18,500 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Direct payment from the plan; Securit... | $1,669 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 33 | Float revenue; Direct payment from th... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $135,277 | $66,051+104.8% | $92,916+45.6% | $77,775+73.9% |
| Participation rate | 61.9% | 81.0%-19.0pp | 76.0%-14.1pp | 73.2%-11.3pp |
| Annual return | 24.06% | 20.69%+3.4pp | 109.45%-85.4pp | 32.58%-8.5pp |
| Employer contribution / active EE | $1,564 | $3,426-54.4% | $3,654-57.2% | $2,504-37.5% |
| Participant deferral / active EE | $6,427 | $3,013+113.3% | $4,238+51.7% | $3,966+62.1% |
| Admin fee / account holder | $89 | $148-39.5% | $5,796-98.5% | $100-10.6% |