Filed March 1, 2005 (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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.1+ years Service code 19 | Securities Custodian | $6,884 |
CONRAD SIEGEL1+ years Filed as: CONRAD SIEGEL ACTUARIES Service code 11 · EIN 23-1669823 | Actuarial | $5,490 |
BOSTON MANAGEMENT AND RESEARCH1+ years Service code 28 · EIN 20-1227352 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS1+ years Filed as: DIMENSIONAL FUND ADVISORS LP Service code 28 · EIN 30-0447847 | Investment Management | $0 |
T ROWE PRICE RPS INC1+ years Filed as: T. ROWE PRICE ASSOCIATES, INC. Service code 28 · EIN 52-2264646 | 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 | $74,045 | $50,106+47.8% | $69,779+6.1% | $57,658+28.4% |
| Participation rate | 85.3% | 70.9%+14.4pp | 71.8%+13.5pp | 70.2%+15.1pp |
| Annual return | 3.52% | 14.58%-11.1pp | 12.99%-9.5pp | 5.13%-1.6pp |
| Employer contribution / active EE | $653 | $1,739-62.5% | $2,338-72.1% | $1,974-66.9% |
| Participant deferral / active EE | $2,463 | $2,486-0.9% | $2,931-16.0% | $3,061-19.5% |
| Admin fee / account holder | $17 | $89-81.1% | $4,381-99.6% | $95-82.1% |