Filed November 2, 1994
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 INC11+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $77,263 |
MERCER1 year Service code 16 PO BOX 13793 · DALLAS, TX 75373 | Consulting | $27,714 |
AMERICAN FUNDS4 years Filed as: CAPITAL CITIES, LLC Service code 16 426 EAST NEW YORK STREET · INDIANAPOLIS, IN 46202 | Consulting | $11,250 |
CHARLES SCHWAB & CO., INC.8 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $551 |
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 | $218,004 | $71,012+207.0% | $97,411+123.8% | $71,012+207.0% |
| Participation rate | 95.5% | 58.6%+37.0pp | 80.4%+15.2pp | 58.6%+37.0pp |
| Annual return | 14.96% | 37.67%-22.7pp | 34.72%-19.8pp | 37.67%-22.7pp |
| Employer contribution / active EE | $5,130 | $2,348+118.5% | $4,210+21.9% | $2,348+118.5% |
| Participant deferral / active EE | $9,955 | $3,246+206.7% | $5,886+69.1% | $3,246+206.7% |
| Admin fee / account holder | $114 | $1,167-90.2% | $7,145-98.4% | $1,167-90.2% |