Filed March 17, 2006 (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 |
|---|---|---|
Filed as: COMPREHENSIVE FINCL PLANNING INC Service code 14 5995 LEMON STREET · EAST PETERSBURG, PA 17520 | Plan Administrator | $52,158 |
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,568 |
Filed as: CHARLES SCHWAB AND CO INC Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Securities brokerage; Direct payment ... | $50 |
Filed as: CHARLES SCHWAB AND CO., INC. Service code 33 | Securities brokerage commissions and ... | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,281 | $75,284+79.7% | $91,004+48.7% | $69,631+94.3% |
| Participation rate | 90.1% | 80.4%+9.7pp | 75.6%+14.5pp | 70.7%+19.4pp |
| Annual return | 16.64% | 48.40%-31.8pp | 4.60%+12.0pp | 27571.02%-27554.4pp |
| Employer contribution / active EE | $3,114 | $2,473+25.9% | $2,456+26.8% | $2,032+53.3% |
| Participant deferral / active EE | $5,603 | $3,700+51.4% | $3,548+57.9% | $3,224+73.8% |
| Admin fee / account holder | $78 | $111-29.7% | $5,417-98.6% | $110-29.6% |