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 INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $697,110 |
MERCER7+ years Service code 16 PO BOX 13793 · DALLAS, TX 75373 | Consulting | $191,617 |
SQUIRE PATTON BOGGS US LLP4 years Filed as: SQUIRE PATTON BOGGS (US) LLP Service code 29 PO BOX 643051 · CINCINNATI, OH 45264 | Legal | $13,053 |
CHURCHILL MANAGEMENT GROUP3 years Filed as: CHURCHILL MANAGEMENT CORP Service code 26 · EIN 95-2472632 | Advisory (Participants) | $7,141 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Direct payment ... | $1,004 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,830 | $107,662+21.5% | $159,455-18.0% | $106,520+22.8% |
| Participation rate | 70.7% | 69.4%+1.4pp | 82.8%-12.1pp | 71.3%-0.6pp |
| Annual return | 15.02% | 22.17%-7.2pp | 263.63%-248.6pp | 19.28%-4.3pp |
| Employer contribution / active EE | $2,565 | $2,741-6.4% | $4,830-46.9% | $2,840-9.7% |
| Participant deferral / active EE | $8,619 | $6,799+26.8% | $7,353+17.2% | $4,948+74.2% |
| Admin fee / account holder | $41 | $69-40.1% | $10,800-99.6% | $75-44.9% |