Filed March 20, 2012
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 |
|---|---|---|
WATKINS ROSS2+ years Filed as: WATKINS ROSS & CO Service code 15 · EIN 38-1477362 | Recordkeeping | $11,692 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: THE CHARLES SCHWAB TRUST CO Service code 19 · EIN 42-1558009 | Securities Custodian | $6,568 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 · EIN 26-4310632 | Other Services | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,810 | $52,884+102.0% | $84,753+26.0% | $55,167+93.6% |
| Participation rate | 100.0% | 67.5%+32.5pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 10.82% | 18.03%-7.2pp | 22.78%-12.0pp | 169.23%-158.4pp |
| Employer contribution / active EE | $2,919 | $2,233+30.7% | $3,574-18.3% | $1,963+48.7% |
| Participant deferral / active EE | $4,695 | $2,644+77.6% | $3,712+26.5% | $3,054+53.7% |
| Admin fee / account holder | $66 | $581-88.6% | $5,333-98.8% | $504-86.9% |