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 INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $87,129 |
AMERICAN FUNDS1 year Filed as: CAPITAL CITIES LLC Service code 16 426 EAST NEW YORK AVE · INDIANAPOLIS, IN 46202 | Consulting | $37,500 |
Service code 27 · EIN 20-0822261 | Advisory (Plan) | $10,753 |
FISHER INVESTMENTS1 year Service code 27 · EIN 20-2480800 | Advisory (Plan) | $6,942 |
Filed as: CHARLES SCHWAB & CO. INC. Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Securities brokerage commissions and ... | $5,044 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $257,298 | $187,277+37.4% | $112,977+127.7% | $90,274+185.0% |
| Participation rate | 96.8% | 91.6%+5.3pp | 82.6%+14.3pp | 73.4%+23.5pp |
| Annual return | 18.73% | 26.33%-7.6pp | 24.24%-5.5pp | 53.97%-35.2pp |
| Employer contribution / active EE | $11,738 | $5,263+123.0% | $4,255+175.9% | $2,523+365.2% |
| Participant deferral / active EE | $11,299 | $8,833+27.9% | $5,836+93.6% | $4,231+167.1% |
| Admin fee / account holder | $75 | $102-26.4% | $6,294-98.8% | $114-34.4% |