Filed February 11, 2011 (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 |
|---|---|---|
T ROWE PRICE RPS INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $257,385 |
LOCKTON INVESTMENT ADVISORS, LLC10+ years Filed as: LOCKTON INVESTMENT ADVISORS LLC Service code 27 PO BOX 219153 · KANSAS CITY, MO 64187 | Advisory (Plan) | $83,350 |
FORVIS, LLP1 year Filed as: FORVIS MAZARS, LLP Service code 10 200 SOUTH WOOD AVENUE · ISELIN, NJ 08830 | Accounting | $34,320 |
CHARLES SCHWAB & CO., INC.7 years Service code 33 · EIN 94-1737782 | Other commissions; Direct payment fro... | $511 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,440 | $110,282-23.4% | $102,434-17.6% | $199,960-57.8% |
| Participation rate | 85.6% | 86.3%-0.6pp | 76.5%+9.1pp | 72.0%+13.6pp |
| Annual return | 13.31% | 35.75%-22.4pp | 29.46%-16.1pp | 34.28%-21.0pp |
| Employer contribution / active EE | $3,776 | $3,603+4.8% | $3,023+24.9% | $3,036+24.4% |
| Participant deferral / active EE | $6,400 | $6,376+0.4% | $5,055+26.6% | $5,087+25.8% |
| Admin fee / account holder | $53 | $122-56.5% | $9,462-99.4% | $269-80.3% |