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 INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $687,000 |
NEPC, LLC4 years Service code 16 PO BOX 4110 · WOBURN, MA 01888 | Consulting | $207,000 |
BAKER & HOSTETLER LLP5 years Service code 29 PO BOX 70189 · CLEVELAND, OH 44190 | Legal | $159,000 |
PRICEWATERHOUSECOOPERS LLP5 years Service code 10 PO BOX 7247-8001 · PHILADELPHIA, PA 19170 | Accounting | $72,000 |
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 | $150,350 | $107,401+40.0% | $146,649+2.5% | $106,520+41.1% |
| Participation rate | 94.0% | 78.6%+15.4pp | 80.1%+13.9pp | 71.3%+22.7pp |
| Annual return | 16.53% | 18.50%-2.0pp | 22.75%-6.2pp | 19.28%-2.8pp |
| Employer contribution / active EE | $4,885 | $2,794+74.9% | $4,137+18.1% | $2,840+72.0% |
| Participant deferral / active EE | $7,802 | $4,619+68.9% | $5,506+41.7% | $4,948+57.7% |
| Admin fee / account holder | $22 | $65-66.1% | $10,281-99.8% | $75-70.6% |