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 year Service code 16 PO BOX 4110 · WOBURN, MA 01888 | Consulting | $196,173 |
T ROWE PRICE RPS INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $117,820 |
PRICEWATERHOUSECOOPERS LLP2 years Service code 10 PO BOX 7247-8001 · PHILADELPHIA, PA 19170 | Accounting | $83,960 |
BAKER & HOSTETLER LLP2 years Service code 14 PO BOX 70189 · CLEVELAND, OH 44190 | Plan Administrator | $60,975 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,894 | $100,545+20.2% | $110,243+9.7% | $73,367+64.8% |
| Participation rate | 81.3% | 67.8%+13.5pp | 79.8%+1.5pp | 69.5%+11.8pp |
| Annual return | -1.01% | -1.49%+0.5pp | 314.76%-315.8pp | 173.45%-174.5pp |
| Employer contribution / active EE | $3,991 | $2,405+66.0% | $3,827+4.3% | $2,499+59.7% |
| Participant deferral / active EE | $6,372 | $3,439+85.3% | $4,672+36.4% | $4,033+58.0% |
| Admin fee / account holder | $13 | $81-84.1% | $8,548-99.8% | $68-81.2% |