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 INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $185,082 |
AMERICAN FUNDS3 years Filed as: CAPITAL CITIES, LLC Service code 16 426 EAST NEW YORK STREET · INDIANAPOLIS, IN 46202 | Consulting | $45,000 |
CHARLES SCHWAB & CO., INC.6 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $41,093 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT SERVICE Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $10,686 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,879 | $167,950+6.5% | $112,504+59.0% | $80,187+123.1% |
| Participation rate | 97.7% | 94.5%+3.2pp | 80.6%+17.1pp | 72.9%+24.8pp |
| Annual return | 15.71% | 18.78%-3.1pp | 34.13%-18.4pp | 40.40%-24.7pp |
| Employer contribution / active EE | $12,027 | $6,272+91.8% | $4,571+163.1% | $2,980+303.6% |
| Participant deferral / active EE | $11,200 | $9,857+13.6% | $6,522+71.7% | $5,016+123.3% |
| Admin fee / account holder | $66 | $104-36.6% | $7,048-99.1% | $145-54.7% |