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 LLC6 years Filed as: MMA SECURITIES Service code 16 PO BOX 9496 · NEW YORK, NY 10087 | Consulting | $42,000 |
BDO USA, LLP5 years Service code 10 PO BOX 642743 · PITTSBURGH, PA 15264 | Accounting | $22,417 |
T ROWE PRICE RPS INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $3,105 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $8 |
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 | $238,736 | $102,661+132.5% | $151,639+57.4% | $66,938+256.7% |
| Participation rate | 94.2% | 85.5%+8.7pp | 87.5%+6.7pp | 69.8%+24.4pp |
| Annual return | -17.49% | -10.81%-6.7pp | 3.34%-20.8pp | 1.58%-19.1pp |
| Employer contribution / active EE | $11,454 | $4,184+173.8% | $6,165+85.8% | $2,545+350.0% |
| Participant deferral / active EE | $12,071 | $6,645+81.6% | $8,363+44.3% | $4,238+184.8% |
| Admin fee / account holder | $254 | $630-59.8% | $11,613-97.8% | $594-57.3% |