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 INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $188,594 |
AMERICAN FUNDS2 years Filed as: CAPITAL CITIES, LLC Service code 16 426 EAST NEW YORK STREET · INDIANAPOLIS, IN 46202 | Consulting | $45,000 |
AT INVESTMENT ADVISERS INC3 years Service code 26 · EIN 20-0822261 | Advisory (Participants) | $14,966 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT SERVICE Service code 26 · EIN 36-3297908 | Advisory (Participants) | $9,535 |
FISHER INVESTMENTS3 years Service code 26 · EIN 20-2480800 | Advisory (Participants) | $8,213 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Account maintenance fees; Securities ... | $4,423 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,978 | $153,281+14.8% | $93,765+87.7% | $77,906+125.9% |
| Participation rate | 93.7% | 92.2%+1.5pp | 81.0%+12.7pp | 73.7%+20.0pp |
| Annual return | -12.43% | -5.55%-6.9pp | -11.32%-1.1pp | 12.16%-24.6pp |
| Employer contribution / active EE | $11,336 | $5,690+99.2% | $4,327+162.0% | $2,846+298.3% |
| Participant deferral / active EE | $10,359 | $9,364+10.6% | $6,099+69.8% | $4,805+115.6% |
| Admin fee / account holder | $79 | $114-31.1% | $7,184-98.9% | $133-40.7% |