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 |
|---|---|---|
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT CONSULTING Service code 27 · EIN 36-3109431 | Advisory (Plan) | $16,022 |
MCKONLY & ASBURY LLP4+ years Service code 10 · EIN 23-1909723 | Accounting | $12,200 |
T ROWE PRICE RPS INC2 years Service code 15 · EIN 52-1309931 | Recordkeeping | $1,335 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,146 | $54,237+162.1% | $90,336+57.4% | $67,584+110.3% |
| Participation rate | 100.0% | 68.6%+31.4pp | 73.3%+26.7pp | 71.3%+28.7pp |
| Annual return | 8.80% | 37.27%-28.5pp | 78.15%-69.3pp | 378.59%-369.8pp |
| Employer contribution / active EE | $3,446 | $1,846+86.7% | $2,856+20.6% | $2,148+60.4% |
| Participant deferral / active EE | $6,680 | $2,625+154.5% | $3,886+71.9% | $3,540+88.7% |
| Admin fee / account holder | $94 | $123-23.5% | $5,357-98.2% | $142-33.6% |