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 Service code 16 200 E RANDOLPH STREET · CHICAGO, IL 60601 | Consulting | $33,700 |
MCKONLY & ASBURY LLP8+ years Service code 10 415 FALLOWFIELD ROAD · CAMP HILL, PA 17011 | Accounting | $11,570 |
T ROWE PRICE RPS INC6 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $673 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,507 | $52,188+247.8% | $86,681+109.4% | $74,478+143.7% |
| Participation rate | 100.0% | 66.3%+33.7pp | 71.7%+28.3pp | 70.7%+29.3pp |
| Annual return | 13.70% | 44.46%-30.8pp | 593.32%-579.6pp | 34.37%-20.7pp |
| Employer contribution / active EE | $3,746 | $2,282+64.2% | $3,026+23.8% | $2,637+42.1% |
| Participant deferral / active EE | $8,513 | $3,383+151.7% | $4,440+91.8% | $4,530+87.9% |
| Admin fee / account holder | $148 | $319-53.6% | $5,620-97.4% | $347-57.4% |