Filed January 31, 2008 (most recent of 2 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 |
|---|---|---|
T ROWE PRICE RPS INC2 years Service code 15 · EIN 52-1714114 | Recordkeeping | $480,784 |
FINANCIAL ENGINES2 years Filed as: EDELMAN FINANCIAL ENGINES Service code 26 · EIN 47-5324976 | Advisory (Participants) | $416,716 |
VERUS10+ years Service code 27 · EIN 94-3194697 | Advisory (Plan) | $79,798 |
OGLETREE DEAKINS1 year Filed as: OGLETREE,DEAKINS,NASHSMOAK & STEWAR Service code 29 PO BOX 89 · COLUMBIA, SC 29202 | Legal | $23,522 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $22,500 |
SOCIAL FINANCE LLC1 year Service code 16 234 1ST STREET · SAN FRANCISCO, CA 94105 | Consulting | $10,998 |
Filed as: QDRO CONSULTANTS Service code 16 · EIN 34-1820650 | Consulting | $5,000 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Direct pa... | $943 |
Filed as: CHARLES SCHWAB & CO., INC.HTTPS//R Service code 33 | Other commissions; Securities brokera... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,991 | $126,505+14.6% | $115,599+25.4% | $126,505+14.6% |
| Participation rate | 96.1% | 81.0%+15.1pp | 74.3%+21.8pp | 81.0%+15.1pp |
| Annual return | 16.79% | 14.86%+1.9pp | 111.10%-94.3pp | 14.86%+1.9pp |
| Employer contribution / active EE | $7,560 | $4,041+87.1% | $2,955+155.8% | $4,041+87.1% |
| Participant deferral / active EE | $7,912 | $6,313+25.3% | $4,889+61.8% | $6,313+25.3% |
| Admin fee / account holder | $89 | $145-38.6% | $12,841-99.3% | $145-38.6% |