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 |
|---|---|---|
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $110,664 |
BAKER & HOSTETLER LLP1 year Service code 16 PO BOX 70189 · CLEVELAND, OH 44190 | Consulting | $105,038 |
NEPC, LLC3+ years Filed as: NEPC LLC Service code 14 PO BOX 832261 · WOBURN, MA 01883 | Plan Administrator | $77,111 |
Service code 10 PO BOX 75647 · CHICAGO, IL 60675 | Accounting | $47,068 |
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 | $134,210 | $79,240+69.4% | $117,861+13.9% | $80,976+65.7% |
| Participation rate | 88.4% | 68.1%+20.3pp | 79.7%+8.7pp | 68.3%+20.1pp |
| Annual return | 18.70% | 34.09%-15.4pp | 335.11%-316.4pp | 22.91%-4.2pp |
| Employer contribution / active EE | $4,327 | $2,142+102.0% | $3,786+14.3% | $2,402+80.1% |
| Participant deferral / active EE | $6,846 | $3,102+120.7% | $4,482+52.7% | $3,848+77.9% |
| Admin fee / account holder | $10 | $65-83.9% | $8,021-99.9% | $67-84.5% |