Filed December 27, 2007
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 INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $48,184 |
CAPFINANCIAL PARTNERS LLC3 years Service code 16 PO BOX 60071 · RALEIGH, NC 27675 | Consulting | $35,788 |
CHARLES SCHWAB & CO., INC.7 years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $335 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,676 | $89,465+144.4% | $165,100+32.5% | $77,762+181.2% |
| Participation rate | 74.4% | 78.6%-4.2pp | 78.6%-4.2pp | 70.6%+3.8pp |
| Annual return | 15.96% | 28.86%-12.9pp | 70.21%-54.3pp | 31.27%-15.3pp |
| Employer contribution / active EE | $4,408 | $2,565+71.9% | $4,348+1.4% | $2,728+61.6% |
| Participant deferral / active EE | $9,147 | $4,904+86.5% | $6,035+51.6% | $4,651+96.7% |
| Admin fee / account holder | $112 | $340-67.1% | $12,696-99.1% | $433-74.2% |