Filed January 18, 1996
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 INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $45,782 |
GRANT THORNTON LLP2+ years Service code 10 33562 TREASURY CENTER · CHICAGO, IL 60694 | Accounting | $18,200 |
Filed as: PORTFOLIO EVALUATIONS INC Service code 16 15 INDEPENDENCE BLVD · WARREN, NJ 07059 | Consulting | $10,000 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Float revenue; Account maintenance fe... | $6,465 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 33 | Float revenue; Securities brokerage; ... | $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 | $90,055 | $105,173-14.4% | $87,102+3.4% | $77,775+15.8% |
| Participation rate | 95.1% | 85.8%+9.3pp | 76.9%+18.2pp | 73.2%+21.8pp |
| Annual return | 21.78% | 24.52%-2.7pp | 28.19%-6.4pp | 32.58%-10.8pp |
| Employer contribution / active EE | $3,804 | $2,890+31.6% | $2,521+50.9% | $2,504+51.9% |
| Participant deferral / active EE | $4,345 | $5,048-13.9% | $4,048+7.3% | $3,966+9.6% |
| Admin fee / account holder | $12 | $105-88.7% | $7,493-99.8% | $100-88.2% |