Filed December 24, 2004 (most recent of 6 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 |
|---|---|---|
LPL FINANCIAL4+ years Filed as: KMS FINANCIAL SERVICES INC Service code 26 · EIN 91-0850651 | Advisory (Participants) | $2,576,675 |
SANDS CAPITAL MANAGEMENT, LLC4+ years Filed as: SANDS CAPITAL MANAGEMENT Service code 28 · EIN 20-2830751 | Investment Management | $2,025,930 |
ELK CREEK PARTNERS, LLC4+ years Filed as: ELK CREEK PARTNERS LLC Service code 28 · EIN 27-5463196 | Investment Management | $1,476,396 |
SNYDER CAPITAL MANAGEMENT4+ years Service code 28 · EIN 04-3370184 | Investment Management | $1,321,044 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE ASSOCIATES Service code 28 · EIN 52-0556948 | Investment Management | $1,297,559 |
CHARLES SCHWAB & CO., INC.4+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $1,251,505 |
NUVEEN1 year Filed as: NWQ INVESTMNET MANAGEMENT COMPANY Service code 28 · EIN 47-0875103 | Investment Management | $994,261 |
WESTWOOD TRUST4+ years Filed as: WESTWOOD MANAGEMENT CORP Service code 28 · EIN 13-3160186 | Investment Management | $960,204 |
JOHNSON WEALTH INC1 year Service code 26 · EIN 72-1559585 | Advisory (Participants) | $917,474 |
Filed as: TOTAL INVESTMENT MANAGEMENT IN Service code 26 · EIN 86-0912979 | Advisory (Participants) | $833,912 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $619,827 | $96,540+542.0% | $67,313+820.8% | $73,367+744.8% |
| Participation rate | 98.8% | 65.8%+33.0pp | 69.1%+29.7pp | 69.5%+29.3pp |
| Annual return | -4.96% | -4.11%-0.9pp | -4.08%-0.9pp | 173.45%-178.4pp |
| Employer contribution / active EE | $33,302 | $4,087+714.9% | $2,566+1198.0% | $2,499+1232.7% |
| Participant deferral / active EE | $14,780 | $3,965+272.8% | $3,568+314.2% | $4,033+266.5% |
| Admin fee / account holder | $1,752 | $100+1658.5% | $4,507-61.1% | $68+2462.8% |