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 |
|---|---|---|
T ROWE PRICE RPS INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $411,885 |
GRANT THORNTON LLP2+ years Service code 10 33562 TREASURY CENTER · CHICAGO, IL 60694 | Accounting | $49,350 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $3,457 |
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 | $113,206 | $134,619-15.9% | $111,319+1.7% | $101,555+11.5% |
| Participation rate | 94.0% | 89.0%+5.0pp | 77.3%+16.7pp | 74.5%+19.5pp |
| Annual return | 13.22% | 17.96%-4.7pp | 54.68%-41.5pp | 21.00%-7.8pp |
| Employer contribution / active EE | $4,140 | $3,829+8.1% | $2,732+51.6% | $2,972+39.3% |
| Participant deferral / active EE | $4,767 | $6,572-27.5% | $4,488+6.2% | $4,874-2.2% |
| Admin fee / account holder | $71 | $86-17.8% | $7,966-99.1% | $139-49.1% |