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 INC5 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $307,324 |
MILLER KAPLAN ARASE LLP5 years Filed as: MILLER, KAPLAN, ARASE & CO., LLP Service code 10 4123 LANDERSHIM BLVD · NORTH HOLLYWOOD, CA 91602 | Accounting | $17,500 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage; ... | $403 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,667 | $76,774+79.3% | $112,270+22.6% | $77,906+76.7% |
| Participation rate | 62.3% | 80.2%-17.9pp | 75.1%-12.8pp | 73.7%-11.4pp |
| Annual return | -19.55% | -10.25%-9.3pp | 27.49%-47.0pp | 12.16%-31.7pp |
| Employer contribution / active EE | $1,778 | $3,977-55.3% | $3,635-51.1% | $2,846-37.5% |
| Participant deferral / active EE | $7,415 | $3,778+96.2% | $4,729+56.8% | $4,805+54.3% |
| Admin fee / account holder | $191 | $239-20.1% | $6,411-97.0% | $133+44.0% |