Filed October 24, 1997 (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.2+ years Filed as: CHARLES SCHWAB & CO., INC, Service code 19 · EIN 94-1737782 | Securities Custodian | $2,466 |
CONRAD SIEGEL2+ years Filed as: CONRAD SIEGEL ACTUARIES Service code 15 · EIN 23-1669823 | Recordkeeping | $2,250 |
ARTISAN PARTNERS2+ years Filed as: ARTISAN PARTNERS LIMITED PARTNERSHI Service code 28 · EIN 39-1811840 | Investment Management | $0 |
BOSTON MANAGEMENT AND RESEARCH2+ years Service code 28 · EIN 20-1227352 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS2+ years Filed as: DIMENSIONAL FUND ADVISORS LP Service code 28 · EIN 30-0447847 | Investment Management | $0 |
HARRIS2+ years Filed as: HARRIS ASSOCIATES L.P. Service code 28 · EIN 04-3276558 | Investment Management | $0 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT I Service code 28 · EIN 13-2624428 | Investment Management | $0 |
NORTHERN TRUST COMPANY2+ years Filed as: NORTHERN TRUST INVESTMENTS INC. Service code 28 · EIN 39-1777365 | Investment Management | $0 |
T ROWE PRICE RPS INC2+ years Filed as: T. ROWE PRICE ASSOCIATES, INC. Service code 28 · EIN 52-2264646 | Investment Management | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,861 | $48,076+103.6% | $78,689+24.4% | $62,891+55.6% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 7.47% | 31.35%-23.9pp | 62.18%-54.7pp | 20.14%-12.7pp |
| Employer contribution / active EE | $6,343 | $2,015+214.8% | $2,851+122.5% | $2,281+178.1% |
| Participant deferral / active EE | $4,607 | $2,588+78.0% | $3,517+31.0% | $3,203+43.8% |
| Admin fee / account holder | $19 | $3,207-99.4% | $4,510-99.6% | $4,296-99.6% |