Filed September 11, 1995
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 |
|---|---|---|
MILLIMAN, INC.9+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $987,882 |
CAPFINANCIAL PARTNERS LLC9+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 17 · EIN 26-0058143 | Pension Consulting | $98,000 |
WEAVER AND TIDWELL, LLP7 years Filed as: WEAVER & TIDWELL LLP Service code 10 · EIN 75-0786316 | Accounting | $25,990 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $278 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,055 | $159,391-20.3% | $102,460+24.0% | $99,313+27.9% |
| Participation rate | 95.4% | 88.6%+6.9pp | 76.5%+18.9pp | 71.7%+23.7pp |
| Annual return | 18.82% | 19.03%-0.2pp | 29.47%-10.7pp | 17.67%+1.1pp |
| Employer contribution / active EE | $4,911 | $4,207+16.7% | $3,025+62.3% | $3,264+50.4% |
| Participant deferral / active EE | $6,701 | $7,498-10.6% | $5,056+32.5% | $5,346+25.3% |
| Admin fee / account holder | $104 | $159-34.5% | $9,460-98.9% | $109-4.5% |