Filed January 29, 1998
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 INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $528,199 |
CAPFINANCIAL PARTNERS LLC4 years Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $119,257 |
BDO USA, LLP3 years Filed as: BDO USA, P.C. Service code 10 PO BOX 642743 · PITTSBURGH, PA 15264 | Accounting | $41,500 |
BUTZEL LONG10+ years Service code 29 150 WEST JEFFERSON AVENUE · DETROIT, MI 48226 | Legal | $8,355 |
CHARLES SCHWAB & CO., INC.7 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $662 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,022 | $153,784+3.4% | $105,624+50.6% | $99,313+60.1% |
| Participation rate | 93.8% | 92.3%+1.5pp | 75.3%+18.5pp | 71.7%+22.1pp |
| Annual return | 14.52% | 14.98%-0.5pp | 116.20%-101.7pp | 17.67%-3.1pp |
| Employer contribution / active EE | $3,937 | $5,293-25.6% | $3,168+24.3% | $3,264+20.6% |
| Participant deferral / active EE | $9,446 | $8,286+14.0% | $5,013+88.4% | $5,346+76.7% |
| Admin fee / account holder | $55 | $77-29.4% | $10,961-99.5% | $109-49.9% |