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 INC11+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $226,464 |
MERCER11+ years Service code 16 PO BOX 13793 · DALLAS, TX 75373 | Consulting | $101,771 |
MORGAN STANLEY SMITH BARNEY8 years Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 PO BOX 8500 S-6050 · PHILADELPHIA, PA 19178 | Legal | $23,533 |
AMERICAN FUNDS5 years Filed as: CAPITAL CITIES, LLC Service code 16 426 EAST NEW YORK STREET · INDIANAPOLIS, IN 46202 | Consulting | $11,250 |
CHARLES SCHWAB & CO., INC.8 years Service code 33 · EIN 94-1737782 | Float revenue; Shareholder servicing ... | $5,840 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,178 | $100,573+125.9% | $97,411+133.2% | $100,573+125.9% |
| Participation rate | 97.1% | 70.9%+26.1pp | 80.4%+16.7pp | 70.9%+26.1pp |
| Annual return | 19.36% | 18.89%+0.5pp | 34.72%-15.4pp | 18.89%+0.5pp |
| Employer contribution / active EE | $15,179 | $3,763+303.3% | $4,210+260.5% | $3,763+303.3% |
| Participant deferral / active EE | $13,917 | $4,921+182.8% | $5,886+136.5% | $4,921+182.8% |
| Admin fee / account holder | $97 | $454-78.6% | $7,145-98.6% | $454-78.6% |