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.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $733,741 |
ERNST & YOUNG LLP3 years Service code 10 P.O. BOX 640382 · PITTSBURG, PA 15264 | Accounting | $150,000 |
MERCER6+ years Service code 16 PO BOX 13793 · DALLAS, TX 75373 | Consulting | $143,653 |
SQUIRE PATTON BOGGS (US) LLP3 years Service code 29 PO BOX 643051 · CINCINNATI, OH 45264 | Legal | $17,809 |
CHURCHILL MANAGEMENT GROUP2 years Filed as: CHURCHILL MANAGEMENT CORP Service code 26 5900 WILSHIRE BLVD · LOS ANGELES, CA 90036 | Advisory (Participants) | $6,071 |
Filed as: CHARLES SCHWAB & CO. INC Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Direct payment from the plan; Securit... | $909 |
Filed as: CHARLES SCHWAB & CO. INC. Service code 33 | Direct payment from the plan; Securit... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,929 | $97,541+17.8% | $149,751-23.3% | $106,273+8.1% |
| Participation rate | 70.6% | 66.8%+3.8pp | 82.5%-11.9pp | 70.8%-0.2pp |
| Annual return | 20.78% | 24.23%-3.4pp | 276.71%-255.9pp | 21.70%-0.9pp |
| Employer contribution / active EE | $2,349 | $2,504-6.2% | $4,646-49.4% | $2,722-13.7% |
| Participant deferral / active EE | $7,888 | $6,023+31.0% | $6,843+15.3% | $4,601+71.4% |
| Admin fee / account holder | $48 | $72-33.6% | $9,312-99.5% | $78-39.2% |