Filed February 14, 2005 (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 | $202,252 |
AMERICAN FUNDS4 years Filed as: CAPITAL CITIES, LLC Service code 16 426 EAST NEW YORK STREET · INDIANAPOLIS, IN 46202 | Consulting | $45,000 |
AT INVESTMENT ADVISERS INC5 years Service code 26 · EIN 20-0822261 | Advisory (Participants) | $13,434 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT SERVICE Service code 26 · EIN 36-4410122 | Advisory (Participants) | $11,733 |
CHARLES SCHWAB & CO., INC.7 years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $10,499 |
FISHER INVESTMENTS5 years Service code 26 · EIN 20-2480800 | Advisory (Participants) | $5,307 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,908 | $191,300+2.4% | $103,065+90.1% | $200,096-2.1% |
| Participation rate | 92.3% | 93.4%-1.1pp | 80.6%+11.8pp | 72.0%+20.3pp |
| Annual return | 14.87% | 15.75%-0.9pp | 23.95%-9.1pp | 34.26%-19.4pp |
| Employer contribution / active EE | $13,277 | $6,666+99.2% | $4,675+184.0% | $3,038+337.1% |
| Participant deferral / active EE | $11,804 | $10,452+12.9% | $6,625+78.2% | $5,090+131.9% |
| Admin fee / account holder | $67 | $115-41.5% | $9,349-99.3% | $269-75.0% |