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 CONSULTING3 years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 27 · EIN 36-3109431 | Advisory (Plan) | $16,300 |
MCKONLY & ASBURY LLP6+ years Service code 10 · EIN 23-1909723 | Accounting | $10,500 |
DILWORTH PAXSON LLP1 year Service code 29 2 NORTH 2ND STREET · HARRISBURG, PA 17101 | Legal | $5,360 |
T ROWE PRICE RPS INC4 years Service code 15 · EIN 52-1309931 | Recordkeeping | $459 |
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 | $197,213 | $58,344+238.0% | $98,508+100.2% | $86,828+127.1% |
| Participation rate | 100.0% | 68.4%+31.6pp | 73.3%+26.7pp | 72.3%+27.7pp |
| Annual return | 32.47% | 43.47%-11.0pp | 1495.22%-1462.8pp | 97.95%-65.5pp |
| Employer contribution / active EE | $3,546 | $2,008+76.6% | $2,961+19.8% | $2,406+47.4% |
| Participant deferral / active EE | $7,024 | $3,156+122.6% | $4,276+64.3% | $4,132+70.0% |
| Admin fee / account holder | $112 | $138-18.4% | $5,956-98.1% | $170-33.7% |