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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,087,324 |
NEPC, LLC3 years Service code 16 PO BOX 4110 · WOBURN, MA 01888 | Consulting | $123,107 |
BAKER & HOSTETLER LLP4 years Service code 29 PO BOX 70189 · CLEVELAND, OH 44190 | Legal | $85,749 |
PRICEWATERHOUSECOOPERS LLP4 years Service code 10 PO BOX 7247-8001 · PHILADELPHIA, PA 19170 | Accounting | $77,650 |
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 | $151,487 | $94,554+60.2% | $133,971+13.1% | $106,273+42.5% |
| Participation rate | 90.8% | 76.2%+14.6pp | 79.8%+11.0pp | 70.8%+20.0pp |
| Annual return | 16.95% | 16.55%+0.4pp | 45.09%-28.1pp | 21.70%-4.7pp |
| Employer contribution / active EE | $4,613 | $2,503+84.3% | $3,919+17.7% | $2,722+69.4% |
| Participant deferral / active EE | $7,405 | $4,130+79.3% | $5,047+46.7% | $4,601+60.9% |
| Admin fee / account holder | $31 | $69-54.4% | $8,929-99.6% | $78-59.9% |