Filed November 5, 2001
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 |
|---|---|---|
WITHUMSMITH+BROWN, PC1+ years Filed as: BROWN ADVISORY LLC Service code 28 901 SOUTH BOND STREET, SUITE 400 · BALTIMORE, MD 21231 | Investment Management | $0 |
HARBOR1+ years Filed as: HARBOR CAPITAL ADVISORS INC Service code 28 · EIN 04-2679462 | Investment Management | $0 |
HARRIS1+ years Filed as: HARRIS ASSOCIATES L.P. Service code 28 · EIN 04-3276558 | Investment Management | $0 |
VAN ECK ASSOCIATES CORPORATION1+ years Service code 28 · EIN 13-3210061 | Investment Management | $0 |
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 | $47,042 | $68,413-31.2% | $123,105-61.8% | $55,191-14.8% |
| Participation rate | 98.5% | 84.5%+14.0pp | 86.8%+11.7pp | 69.2%+29.3pp |
| Annual return | -1.38% | 6.30%-7.7pp | 13.22%-14.6pp | 10.78%-12.2pp |
| Employer contribution / active EE | $3,153 | $3,050+3.4% | $5,151-38.8% | $1,899+66.0% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $6,229-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $88-100.0% | $9,014-100.0% | $91-100.0% |