Filed December 19, 2007
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 |
|---|---|---|
GRANT THORNTON LLP2+ years Service code 10 33562 TREASURY CENTER · CHICAGO, IL 60694 | Accounting | $49,350 |
T ROWE PRICE RPS INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $47,010 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Direct payment ... | $500 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,278 | $144,879-63.2% | $111,319-52.1% | $93,010-42.7% |
| Participation rate | 87.8% | 86.1%+1.7pp | 77.3%+10.5pp | 73.9%+13.9pp |
| Annual return | 11.04% | 18.11%-7.1pp | 54.68%-43.6pp | 158.70%-147.7pp |
| Employer contribution / active EE | $1,237 | $3,052-59.5% | $2,732-54.7% | $2,705-54.3% |
| Participant deferral / active EE | $1,676 | $5,576-69.9% | $4,488-62.6% | $4,561-63.2% |
| Admin fee / account holder | $74 | $104-28.8% | $7,966-99.1% | $152-51.4% |