Filed December 22, 2004 (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 |
|---|---|---|
Service code 15 · EIN 04-1590850 | Recordkeeping | $434,687 |
MERCER1 year Filed as: MERCER INVESTMENT CONSULTING, LLC Service code 27 · EIN 61-0736136 | Advisory (Plan) | $50,000 |
HEDMAN PARTNERS LLP3+ years Filed as: HEDMAN PARTNERS Service code 50 · EIN 95-4485080 | Direct Payment | $17,849 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 59 · EIN 94-1737782 | Shareholder Servicing | $2,114 |
Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 52 · EIN 52-1151266 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD Service code 52 · EIN 23-2311358 | Indirect Investment Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $113,494 | $221,442-48.7% | $92,240+23.0% | $77,958+45.6% |
| Participation rate | 91.2% | 79.6%+11.6pp | 76.5%+14.7pp | 71.6%+19.5pp |
| Annual return | 15.95% | 15.65%+0.3pp | 176.29%-160.3pp | 20.87%-4.9pp |
| Employer contribution / active EE | $3,338 | $3,226+3.5% | $3,680-9.3% | $2,310+44.5% |
| Participant deferral / active EE | $6,560 | $2,779+136.0% | $3,897+68.3% | $3,537+85.5% |
| Admin fee / account holder | $167 | $210-20.3% | $5,194-96.8% | $97+71.6% |