Filed June 1, 2009 (most recent of 3 filings on file)
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 |
|---|---|---|
MMA SECURITIES LLC3 years Filed as: MMA SECURITIES Service code 16 PO BOX 9496 · NEW YORK, NY 10087 | Consulting | $40,000 |
BDO USA, LLP2 years Service code 10 PO BOX 642743 · PITTSBURGH, PA 15264 | Accounting | $15,000 |
T ROWE PRICE RPS INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $5,921 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Direct payment from the plan; Securit... | $155 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 33 | Float revenue; Direct payment from th... | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,855 | $98,982+132.2% | $162,163+41.7% | $65,185+252.6% |
| Participation rate | 96.2% | 85.8%+10.4pp | 87.6%+8.6pp | 70.2%+26.0pp |
| Annual return | 21.12% | 24.84%-3.7pp | 115.59%-94.5pp | 29.38%-8.3pp |
| Employer contribution / active EE | $10,881 | $3,467+213.9% | $5,614+93.8% | $2,177+399.9% |
| Participant deferral / active EE | $11,379 | $5,384+111.3% | $7,298+55.9% | $3,514+223.8% |
| Admin fee / account holder | $257 | $596-56.9% | $10,843-97.6% | $847-69.7% |