Filed July 13, 2007
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 INC3 years Service code 15 · EIN 52-1714114 | Recordkeeping | $452,841 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT GROUP SECURITIES Service code 16 · EIN 59-3099288 | Consulting | $150,000 |
BDO USA, LLP3 years Service code 10 · EIN 13-5381590 | Accounting | $44,980 |
MORNINGSTAR5+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $39,459 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Securities brokerage; Direct payment ... | $6,158 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 33 | Securities brokerage; Direct payment ... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,008 | $117,238+39.0% | $87,102+87.1% | $82,204+98.3% |
| Participation rate | 96.9% | 87.2%+9.7pp | 76.9%+20.1pp | 73.4%+23.5pp |
| Annual return | 25.28% | 25.80%-0.5pp | 28.19%-2.9pp | 26.31%-1.0pp |
| Employer contribution / active EE | $3,681 | $3,535+4.1% | $2,521+46.0% | $2,707+36.0% |
| Participant deferral / active EE | $13,395 | $5,976+124.2% | $4,048+230.9% | $4,246+215.5% |
| Admin fee / account holder | $60 | $81-26.3% | $7,493-99.2% | $76-20.8% |