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.
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| Provider | Service type | Compensation |
|---|---|---|
NEPC, LLC2+ years Filed as: NEPC LLC Service code 16 BOX 83261 · WOBURN, MA 01813 | Consulting | $188,609 |
T ROWE PRICE RPS INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $108,980 |
PRICEWATERHOUSECOOPERS LLP2+ years Filed as: PRICEWATERHOUSECOOPERS LLC Service code 10 PO BOX 75647 · CHICAGO, IL 60675 | Accounting | $83,890 |
BAKER & HOSTETLER LLP1 year Filed as: BAKER HOSTETLER LLP Service code 16 PO BOX 70189 · CLEVELAND, OH 44190 | Consulting | $48,585 |
JELLYVISION LAB, INC.1 year Filed as: JELLYVISION LAB INC Service code 16 848 W EASTMAN · CHICAGO, IL 60642 | Consulting | $17,200 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,264 | $79,480+43.8% | $108,582+5.2% | $329,111-65.3% |
| Participation rate | 93.3% | 72.0%+21.3pp | 79.6%+13.8pp | 67.9%+25.5pp |
| Annual return | 12.00% | 18.07%-6.1pp | -51.70%+63.7pp | 16.35%-4.4pp |
| Employer contribution / active EE | $4,432 | $2,317+91.3% | $3,758+17.9% | $2,303+92.4% |
| Participant deferral / active EE | $6,588 | $3,243+103.1% | $4,311+52.8% | $3,682+78.9% |
| Admin fee / account holder | $14 | $68-79.4% | $7,645-99.8% | $754-98.1% |