Filed February 20, 2002 (most recent of 2 filings on file)
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 |
|---|---|---|
FIRSTWAVE FINANCIAL6+ years Service code 28 · EIN 59-3342125 | Investment Management | $51,829 |
MILLIMAN, INC.6+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $23,662 |
CHARLES SCHWAB & CO., INC.6+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $3,021 |
CAPSOUTH PARTNERS1 year Filed as: CAPSOUTH PARTNERS LLC Service code 20 · EIN 01-0647966 | Direct payment from the plan; Trustee... | $1,551 |
FINANCIAL ENGINES1 year Filed as: FINANCIAL ENGINES ADVISORS LLC Service code 20 · EIN 94-3250032 | Trustee (individual); Direct payment ... | $312 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $12 |
US BANK5 years Service code 19 · EIN 31-0841368 | Securities Custodian | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,646 | $56,095+88.3% | $178,510-40.8% | $90,274+17.0% |
| Participation rate | 81.2% | 65.6%+15.6pp | 81.9%-0.8pp | 73.4%+7.8pp |
| Annual return | 15.48% | 28.81%-13.3pp | 151.13%-135.6pp | 53.97%-38.5pp |
| Employer contribution / active EE | $3,125 | $1,572+98.7% | $5,011-37.6% | $2,523+23.8% |
| Participant deferral / active EE | $4,265 | $2,669+59.8% | $5,202-18.0% | $4,231+0.8% |
| Admin fee / account holder | $41 | $101-58.8% | $13,988-99.7% | $114-63.6% |