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 INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $390,910 |
NEPC, LLC2 years Service code 16 PO BOX 4110 · WOBURN, MA 01888 | Consulting | $160,673 |
PRICEWATERHOUSECOOPERS LLP3 years Service code 10 PO BOX 7247-8001 · PHILADELPHIA, PA 19170 | Accounting | $78,120 |
BAKER & HOSTETLER LLP3 years Service code 14 PO BOX 70189 · CLEVELAND, OH 44190 | Plan Administrator | $56,883 |
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 | $134,046 | $85,938+56.0% | $125,195+7.1% | $89,609+49.6% |
| Participation rate | 94.4% | 73.9%+20.5pp | 79.8%+14.6pp | 69.6%+24.8pp |
| Annual return | 31.11% | 20.69%+10.4pp | 43.79%-12.7pp | 33.65%-2.5pp |
| Employer contribution / active EE | $4,700 | $2,681+75.3% | $3,866+21.6% | $2,584+81.9% |
| Participant deferral / active EE | $7,437 | $3,818+94.8% | $4,937+50.6% | $4,222+76.1% |
| Admin fee / account holder | $16 | $56-71.2% | $9,704-99.8% | $72-77.4% |