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 INC4 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $176,132 |
MILLER KAPLAN ARASE LLP4 years Filed as: MILLER, KAPLAN, ARASE & CO., LLP Service code 10 4123 LANDERSHIM BLVD · NORTH HOLLYWOOD, CA 91602 | Accounting | $33,000 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Float revenue; ... | $324 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,067 | $88,770+92.7% | $109,191+56.7% | $93,010+83.9% |
| Participation rate | 65.1% | 81.5%-16.4pp | 75.9%-10.8pp | 73.9%-8.8pp |
| Annual return | 15.59% | 60.64%-45.1pp | 25.76%-10.2pp | 158.70%-143.1pp |
| Employer contribution / active EE | $1,858 | $3,780-50.8% | $3,723-50.1% | $2,705-31.3% |
| Participant deferral / active EE | $7,640 | $3,630+110.5% | $4,653+64.2% | $4,561+67.5% |
| Admin fee / account holder | $78 | $172-54.6% | $6,756-98.8% | $152-48.4% |