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 INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $738,000 |
NEPC, LLC5 years Service code 16 PO BOX 4110 · WOBURN, MA 01888 | Consulting | $178,000 |
ALTERITY GROUP1 year Filed as: ALTERITY GROUP LLC Service code 16 1320 19TH STREET NW, SUITE 700 · WASHINGTON, DC 20036 | Consulting | $101,000 |
BAKER & HOSTETLER LLP6 years Service code 29 PO BOX 70189 · CLEVELAND, OH 44190 | Legal | $90,000 |
PRICEWATERHOUSECOOPERS LLP6 years Service code 10 PO BOX 7247-8001 · PHILADELPHIA, PA 19170 | Accounting | $82,000 |
HAGER STRATEGIC1 year Service code 16 1320 19TH STREET NW, SUITE 700 · WASHINGTON, DC 20036 | Consulting | $10,000 |
ALIGHT SOLUTIONS LLC1 year Service code 16 PO BOX 95135 · CHICAGO, IL 60694 | Consulting | $6,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,115 | $80,242+48.4% | $119,628-0.4% | $89,433+33.2% |
| Participation rate | 96.5% | 78.3%+18.2pp | 79.3%+17.2pp | 71.3%+25.2pp |
| Annual return | -16.41% | -12.97%-3.4pp | -14.98%-1.4pp | -11.88%-4.5pp |
| Employer contribution / active EE | $5,597 | $2,684+108.5% | $4,232+32.3% | $3,021+85.3% |
| Participant deferral / active EE | $8,852 | $4,686+88.9% | $5,601+58.0% | $5,125+72.7% |
| Admin fee / account holder | $22 | $66-67.2% | $10,330-99.8% | $79-72.6% |