Filed March 26, 1
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: WARWICK INVESTMENT MANAGEMENT INC. Service code 27 · EIN 74-2037472 | Advisory (Plan) | $83,111 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $16,300 |
MILLIMAN, INC.7+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $15,935 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $2,906 |
CHARLES SCHWAB & CO., INC.7+ years Service code 25 | Directed Trustee | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,258 | $88,770+83.9% | $109,191+49.5% | $93,010+75.5% |
| Participation rate | 98.6% | 81.5%+17.1pp | 75.9%+22.7pp | 73.9%+24.7pp |
| Annual return | 15.09% | 60.64%-45.5pp | 25.76%-10.7pp | 158.70%-143.6pp |
| Employer contribution / active EE | $7,913 | $3,780+109.4% | $3,723+112.6% | $2,705+192.5% |
| Participant deferral / active EE | $10,205 | $3,630+181.2% | $4,653+119.3% | $4,561+123.8% |
| Admin fee / account holder | $56 | $172-67.4% | $6,756-99.2% | $152-63.0% |