Filed July 28, 1997
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 INC3+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $90,218 |
CARON & BLETZER, PLLC2 years Filed as: CARON & BLETZER PLLC Service code 10 1 LIBRARY LANE · KINGSTON, NH 03848 | Accounting | $11,130 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,674 | $122,128-74.9% | $147,117-79.2% | $200,096-84.7% |
| Participation rate | 51.8% | 78.2%-26.4pp | 82.2%-30.4pp | 72.0%-20.3pp |
| Annual return | 13.34% | 30.58%-17.2pp | 420.54%-407.2pp | 34.26%-20.9pp |
| Employer contribution / active EE | $492 | $4,093-88.0% | $4,932-90.0% | $3,038-83.8% |
| Participant deferral / active EE | $1,623 | $8,484-80.9% | $8,065-79.9% | $5,090-68.1% |
| Admin fee / account holder | $53 | $180-70.7% | $12,993-99.6% | $269-80.5% |