Filed November 5, 1998
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 INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $717,841 |
MERCER3+ years Service code 16 PO BOX 13793 · DALLAS, TX 75373 | Consulting | $183,698 |
ERNST & YOUNG LLP3+ years Filed as: ERNST AND YOUNG LLP Service code 10 P.O. BOX 640382 · PITTSBURGH, PA 15264 | Accounting | $154,500 |
Filed as: CHARLES SCHWAB AND CO INC Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Shareholder servicing fees; Securitie... | $258 |
Filed as: CHARLES SCHWAB AND CO., INC. Service code 33 | Direct payment from the plan; Shareho... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,017 | $80,506+3.1% | $136,298-39.1% | $80,976+2.5% |
| Participation rate | 70.6% | 61.9%+8.7pp | 81.9%-11.3pp | 68.3%+2.3pp |
| Annual return | 20.94% | 27.70%-6.8pp | 5156.27%-5135.3pp | 22.91%-2.0pp |
| Employer contribution / active EE | $1,527 | $1,943-21.4% | $4,696-67.5% | $2,402-36.4% |
| Participant deferral / active EE | $6,261 | $4,601+36.1% | $6,247+0.2% | $3,848+62.7% |
| Admin fee / account holder | $54 | $72-25.4% | $9,244-99.4% | $67-20.5% |