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 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 Filed as: SQUIRE PATTON BOGGS (US) LLP 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 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,929 | $97,018+18.5% | $149,696-23.2% | $106,222+8.2% |
| Participation rate | 70.6% | 67.0%+3.6pp | 82.5%-11.9pp | 70.8%-0.2pp |
| Annual return | 20.78% | 24.13%-3.3pp | 276.60%-255.8pp | 21.69%-0.9pp |
| Employer contribution / active EE | $2,349 | $2,520-6.8% | $4,644-49.4% | $2,723-13.8% |
| Participant deferral / active EE | $7,888 | $5,988+31.7% | $6,842+15.3% | $4,600+71.5% |
| Admin fee / account holder | $48 | $72-33.9% | $9,309-99.5% | $78-39.2% |