Filed March 21, 2002 (most recent of 2 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 |
|---|---|---|
Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $67,125 |
T ROWE PRICE RPS INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $61,832 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage; ... | $17 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $278,420 | $60,604+359.4% | $189,611+46.8% | $86,828+220.7% |
| Participation rate | 96.6% | 68.9%+27.7pp | 78.5%+18.1pp | 72.3%+24.3pp |
| Annual return | 14.60% | 65.19%-50.6pp | 64.20%-49.6pp | 97.95%-83.3pp |
| Employer contribution / active EE | $6,789 | $1,624+318.1% | $4,413+53.8% | $2,406+182.1% |
| Participant deferral / active EE | $10,925 | $3,895+180.5% | $6,174+76.9% | $4,132+164.4% |
| Admin fee / account holder | $130 | $159-17.9% | $9,808-98.7% | $170-23.2% |