Filed December 16, 1997
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.
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| Provider | Service type | Compensation |
|---|---|---|
MCKONLY & ASBURY LLP2+ years Service code 10 · EIN 23-1909723 | Accounting | $11,850 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT CONSULTANTS, Service code 27 · EIN 36-3109431 | Advisory (Plan) | $8,157 |
T ROWE PRICE RPS INC2+ years Filed as: T ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $704 |
DODGE & COX2+ years Service code 28 · EIN 94-1441976 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 | Investment Management | $0 |
Filed as: FIDELITY INVESTMENT ADVISORS Service code 28 · EIN 04-2647786 | Investment Management | $0 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,546 | $50,637+128.2% | $86,593+33.4% | $62,293+85.5% |
| Participation rate | 100.0% | 67.9%+32.1pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 16.70% | 20.80%-4.1pp | 965.08%-948.4pp | 28.90%-12.2pp |
| Employer contribution / active EE | $3,418 | $2,075+64.7% | $2,840+20.4% | $2,042+67.4% |
| Participant deferral / active EE | $6,670 | $2,611+155.4% | $3,609+84.8% | $3,169+110.5% |
| Admin fee / account holder | $65 | $413-84.2% | $4,904-98.7% | $479-86.4% |