Filed February 11, 2011
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.1+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $335,491 |
MILLIMAN, INC.1+ years Filed as: MILLIMAN Service code 15 | Recordkeeping | $49,113 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $36,707 |
BKD, LLP1+ years Filed as: PADGETT, STRATEMANN & CO. Service code 10 · EIN 74-1650885 | Accounting | $15,500 |
CHARLES SCHWAB & CO., INC.1+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $28,863 | $75,760-61.9% | $123,105-76.6% | $59,188-51.2% |
| Participation rate | 94.6% | 86.0%+8.6pp | 86.8%+7.8pp | 69.4%+25.2pp |
| Annual return | 1.37% | 2.93%-1.6pp | 13.22%-11.8pp | 5.51%-4.1pp |
| Employer contribution / active EE | $1,341 | $3,415-60.7% | $5,151-74.0% | $2,098-36.1% |
| Participant deferral / active EE | $3,412 | $5,000-31.8% | $6,229-45.2% | $3,265+4.5% |
| Admin fee / account holder | $81 | $61+33.2% | $9,014-99.1% | $92-12.2% |