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 |
|---|---|---|
CONRAD SIEGEL1+ years Filed as: CONRAD SIEGEL ACTUARIES Service code 11 · EIN 23-1669823 | Actuarial | $4,470 |
CHARLES SCHWAB & CO., INC.1+ years Service code 19 | Securities Custodian | $496 |
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 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,549 | $50,106-78.9% | $69,779-84.9% | $57,658-81.7% |
| Participation rate | 70.9% | 70.9%0pp | 71.8%-1.0pp | 70.2%+0.6pp |
| Annual return | 4.08% | 14.58%-10.5pp | 12.99%-8.9pp | 5.13%-1.0pp |
| Employer contribution / active EE | $302 | $1,739-82.6% | $2,338-87.1% | $1,974-84.7% |
| Participant deferral / active EE | $695 | $2,486-72.1% | $2,931-76.3% | $3,061-77.3% |
| Admin fee / account holder | $21 | $89-76.7% | $4,381-99.5% | $95-78.0% |