Filed March 9, 2007 (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 |
|---|---|---|
T ROWE PRICE RPS INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $25,762 |
AMERICAN FUNDS3 years Filed as: CAPITAL CITIES, LLC Service code 16 426 EAST NEW YORK STREET · INDIANAPOLIS, IN 46202 | Consulting | $22,500 |
Filed as: EUBEL BRADY & SUTTMAN ASSET MA Service code 26 · EIN 31-1386402 | Advisory (Participants) | $8,516 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $30 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $381,610 | $155,364+145.6% | $103,065+270.3% | $77,762+390.7% |
| Participation rate | 98.0% | 85.5%+12.5pp | 80.6%+17.5pp | 70.6%+27.4pp |
| Annual return | 15.65% | 19.01%-3.4pp | 23.95%-8.3pp | 31.27%-15.6pp |
| Employer contribution / active EE | $3,661 | $5,949-38.5% | $4,675-21.7% | $2,728+34.2% |
| Participant deferral / active EE | $11,654 | $8,482+37.4% | $6,625+75.9% | $4,651+150.6% |
| Admin fee / account holder | $100 | $503-80.1% | $9,349-98.9% | $433-76.9% |