Filed October 16, 1997 (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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: BOA MERRILL LYNCH Service code 28 · EIN 13-5674085 | Investment Management | $867,248 |
T ROWE PRICE RPS INC5+ years Filed as: T. ROWE PRICE Service code 28 · EIN 52-0556948 | Investment Management | $174,524 |
MERCER1 year Filed as: MERCER INVESTMENT MANAGEMENT Service code 28 · EIN 30-0282430 | Investment Management | $151,914 |
LUTZ & COMPANY, PC1 year Service code 10 · EIN 47-0625816 | Accounting | $35,751 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET BANK AND TRUST, CO. Service code 25 · EIN 04-1867445 | Directed Trustee | $20,105 |
BAKER TILLY US, LLP1 year Filed as: BAKER, TILLY, VIRCHOW, KRAUSE LLP Service code 10 · EIN 39-0859910 | Accounting | $14,550 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $10,500 |
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 | $97,015 | $89,609+8.3% | $76,667+26.5% | $89,609+8.3% |
| Participation rate | 70.2% | 69.6%+0.6pp | 72.1%-1.9pp | 69.6%+0.6pp |
| Annual return | 39.76% | 33.65%+6.1pp | 1166.74%-1127.0pp | 33.65%+6.1pp |
| Employer contribution / active EE | $3,475 | $2,584+34.5% | $2,303+50.9% | $2,584+34.5% |
| Participant deferral / active EE | $4,135 | $4,222-2.1% | $3,336+24.0% | $4,222-2.1% |
| Admin fee / account holder | $76 | $72+5.5% | $6,423-98.8% | $72+5.5% |