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 INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $810,309 |
MERCER5+ years Service code 16 PO BOX 13793 · DALLAS, TX 75373 | Consulting | $194,692 |
SQUIRE PATTON BOGGS US LLP2 years Filed as: SQUIRE PATTON BOGGS (US) LLP Service code 29 PO BOX 643051 · CINCINNATI, OH 45264 | Legal | $22,170 |
Filed as: CHURCHILL MANAGEMENT CORP Service code 26 5900 WILSHIRE BLVD · LOS ANGELES, CA 90036 | Advisory (Participants) | $6,176 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Securities brokerage; Direct payment ... | $2,581 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 33 | Float revenue; Direct payment from th... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,407 | $81,548+17.0% | $141,162-32.4% | $89,569+6.5% |
| Participation rate | 67.4% | 64.9%+2.5pp | 82.5%-15.1pp | 69.6%-2.2pp |
| Annual return | 31.31% | 47.43%-16.1pp | 71.39%-40.1pp | 34.56%-3.2pp |
| Employer contribution / active EE | $2,270 | $2,272-0.1% | $4,735-52.1% | $2,584-12.2% |
| Participant deferral / active EE | $6,813 | $5,280+29.0% | $6,709+1.5% | $4,220+61.4% |
| Admin fee / account holder | $47 | $68-31.1% | $10,261-99.5% | $72-34.6% |