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 INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $700,450 |
MERCER9+ years Service code 16 PO BOX 13793 · DALLAS, TX 75373 | Consulting | $229,361 |
GRANT THORNTON LLP1 year Service code 10 33562 TREASURY CENTER · CHICAGO, IL 60694 | Accounting | $85,000 |
CHARLES SCHWAB & CO., INC.6 years Service code 33 · EIN 94-1737782 | Other commissions; Direct payment fro... | $76,873 |
Service code 29 200 PUBLIC SQUARE · CLEVELAND, OH 44114 | Legal | $27,795 |
Service code 26 · EIN 95-4806910 | Advisory (Participants) | $17,964 |
FINANCIAL ENGINES1 year Filed as: FINANCIAL ENGINES ADVISORS LLC Service code 26 1050 ENTERPRISE WAY · SUNNYVALE, CA 94089 | Advisory (Participants) | $10,288 |
CHURCHILL MANAGEMENT GROUP5 years Filed as: CHURCHILL MANAGEMENT CORP Service code 26 · EIN 95-2472632 | Advisory (Participants) | $6,863 |
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 | $122,200 | $106,994+14.2% | $135,903-10.1% | $96,393+26.8% |
| Participation rate | 65.8% | 72.5%-6.7pp | 81.9%-16.1pp | 71.3%-5.5pp |
| Annual return | 19.91% | 26.64%-6.7pp | 68.23%-48.3pp | 22.88%-3.0pp |
| Employer contribution / active EE | $2,654 | $3,391-21.7% | $4,856-45.3% | $3,238-18.0% |
| Participant deferral / active EE | $8,262 | $7,968+3.7% | $7,758+6.5% | $5,455+51.5% |
| Admin fee / account holder | $47 | $79-40.2% | $10,762-99.6% | $74-36.0% |