Filed November 18, 1996
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 INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $364,571 |
Filed as: CHARLES SCHWAB AND CO INC Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Direct payment from the plan; Shareho... | $55 |
Filed as: CHARLES SCHWAB AND CO., INC. Service code 33 | Securities brokerage; Shareholder ser... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,598 | $77,180-57.8% | $117,861-72.3% | $177,276-81.6% |
| Participation rate | 81.7% | 85.8%-4.0pp | 79.7%+2.1pp | 74.8%+6.9pp |
| Annual return | 13.84% | 20.91%-7.1pp | 335.11%-321.3pp | 21.25%-7.4pp |
| Employer contribution / active EE | $284 | $1,992-85.7% | $3,786-92.5% | $2,479-88.5% |
| Participant deferral / active EE | $2,073 | $3,956-47.6% | $4,482-53.8% | $3,881-46.6% |
| Admin fee / account holder | $65 | $54+19.9% | $8,021-99.2% | $154-57.7% |