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 INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $718,823 |
MERCER8+ years Service code 16 PO BOX 13793 · DALLAS, TX 75373 | Consulting | $185,561 |
SQUIRE PATTON BOGGS US LLP5 years Filed as: SQUIRE PATTON BOGGS (US) LLP Service code 29 PO BOX 643051 · CINCINNATI, OH 45264 | Legal | $7,797 |
CHURCHILL MANAGEMENT GROUP4 years Filed as: CHURCHILL MANAGEMENT CORP Service code 26 · EIN 95-2472632 | Advisory (Participants) | $6,919 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1,277 |
Filed as: CHARLES SCHWAB CO., INC. Service code 33 | Securities brokerage; Securities brok... | $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 | $108,147 | $90,195+19.9% | $125,339-13.7% | $89,394+21.0% |
| Participation rate | 67.7% | 72.4%-4.8pp | 82.4%-14.7pp | 71.3%-3.6pp |
| Annual return | -16.19% | -6.51%-9.7pp | 572.05%-588.2pp | -11.89%-4.3pp |
| Employer contribution / active EE | $2,650 | $3,043-12.9% | $4,814-45.0% | $3,022-12.3% |
| Participant deferral / active EE | $8,497 | $7,170+18.5% | $7,446+14.1% | $5,123+65.9% |
| Admin fee / account holder | $41 | $69-41.3% | $10,010-99.6% | $79-48.7% |