Filed December 19, 2002 (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.
| Provider | Service type | Compensation |
|---|---|---|
NEPC, LLC1+ years Filed as: NEPC LLC Service code 10 BOX 83261 · WOBURN, MA 01813 | Accounting | $112,500 |
PRICEWATERHOUSECOOPERS LLP1+ years Filed as: PRICEWATERHOUSECOOPERS LLC Service code 10 P.O. BOX 75647 · CHICAGO, IL 60675 | Accounting | $88,354 |
T ROWE PRICE RPS INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $86,825 |
BAKER & HOSTETLER LLP1+ years Filed as: BAKER AND HOSTETLER LLP Service code 16 P.O. BOX 70189 · CLEVELAND, OH 44190 | Consulting | $78,569 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,330 | $69,651+54.1% | $94,229+13.9% | $69,651+54.1% |
| Participation rate | 92.7% | 66.6%+26.1pp | 78.8%+13.9pp | 66.6%+26.1pp |
| Annual return | 41.87% | 53.77%-11.9pp | 10.68%+31.2pp | 53.77%-11.9pp |
| Employer contribution / active EE | $4,337 | $2,241+93.6% | $3,587+20.9% | $2,241+93.6% |
| Participant deferral / active EE | $6,680 | $3,635+83.8% | $4,320+54.6% | $3,635+83.8% |
| Admin fee / account holder | $12 | $63-80.9% | $6,269-99.8% | $63-80.9% |