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.
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $176,630 |
AMERICAN FUNDS1 year Filed as: CAPITAL CITIES, LLC Service code 16 426 EAST NEW YORK STREET · INDIANAPOLIS, IN 46202 | Consulting | $57,500 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 16 PO BOX 8500 S-6050 · PHILADELPHIA, PA 19178 | Consulting | $21,894 |
AT INVESTMENT ADVISERS INC2 years Service code 27 · EIN 20-0822261 | Advisory (Plan) | $14,308 |
FISHER INVESTMENTS2 years Service code 27 · EIN 20-2480800 | Advisory (Plan) | $8,854 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $2,577 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,253 | $211,459+11.3% | $119,237+97.3% | $93,010+152.9% |
| Participation rate | 95.8% | 94.1%+1.8pp | 82.7%+13.1pp | 73.9%+21.9pp |
| Annual return | 17.30% | 39.10%-21.8pp | 30.70%-13.4pp | 158.70%-141.4pp |
| Employer contribution / active EE | $11,257 | $5,958+88.9% | $4,383+156.8% | $2,705+316.1% |
| Participant deferral / active EE | $10,817 | $9,654+12.1% | $6,112+77.0% | $4,561+137.2% |
| Admin fee / account holder | $114 | $124-7.4% | $7,229-98.4% | $152-24.5% |