Filed July 18, 2013
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 INC3 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $85,059 |
CAPFINANCIAL PARTNERS LLC2 years Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $83,277 |
Filed as: CBIZ CPAS P.C. Service code 10 PO BOX 643792 · CINCINNATI, OH 45264 | Accounting | $34,650 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Other c... | $26,217 |
Service code 10 PO BOX 643792 · CINCINNATI, OH 45264 | Accounting | $5,200 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $242,651 | $47,173+414.4% | $149,740+62.0% | $74,478+225.8% |
| Participation rate | 94.6% | 63.4%+31.2pp | 78.8%+15.8pp | 70.7%+23.9pp |
| Annual return | 17.08% | 22.75%-5.7pp | 134.51%-117.4pp | 34.37%-17.3pp |
| Employer contribution / active EE | $13,183 | $1,903+592.7% | $4,821+173.4% | $2,637+400.0% |
| Participant deferral / active EE | $11,131 | $2,730+307.8% | $5,683+95.9% | $4,530+145.7% |
| Admin fee / account holder | $214 | $343-37.7% | $13,222-98.4% | $347-38.4% |