Filed December 16, 1997
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 |
|---|---|---|
MCKONLY & ASBURY LLP1+ years Service code 10 · EIN 23-1909723 | Accounting | $11,625 |
AON CONSULTING1+ years Filed as: AON HEWITT INVESTMENT CONSULTANTS Service code 27 · EIN 36-3109431 | Advisory (Plan) | $8,375 |
T ROWE PRICE RPS INC1+ years Filed as: T ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $652 |
DODGE & COX1+ years Service code 28 · EIN 94-1441976 | Investment Management | $0 |
DODGE & COX1+ years Filed as: DODGE AND COX Service code 28 | Investment Management | $0 |
Filed as: FIDELITY INVESTMENT ADVISORS Service code 28 · EIN 04-2647786 ONE DESTINY WAY · WESTLAKE, TX 76262 | Investment Management | $0 |
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 | $101,188 | $43,423+133.0% | $78,677+28.6% | $55,167+83.4% |
| Participation rate | 100.0% | 68.0%+32.0pp | 73.6%+26.4pp | 69.0%+31.0pp |
| Annual return | 0.63% | 11.53%-10.9pp | 62.19%-61.6pp | 169.23%-168.6pp |
| Employer contribution / active EE | $3,271 | $1,997+63.8% | $2,850+14.8% | $1,963+66.7% |
| Participant deferral / active EE | $6,268 | $2,509+149.8% | $3,517+78.2% | $3,054+105.2% |
| Admin fee / account holder | $66 | $416-84.2% | $4,510-98.5% | $504-86.9% |