Filed June 9, 2003
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 |
|---|---|---|
T ROWE PRICE RPS INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $167,188 |
Filed as: BOBER, MARKEY, FEDOROVICH & COMPANY Service code 10 3421 RIDGEWOOD RD · AKRON, OH 44333 | Accounting | $19,000 |
Filed as: HIGHLAND CONSULTING ASSOCIATES INC Service code 16 159 CROCKER PARK BLVD, SUITE 350 · CLEVELAND, OH 44145 | Consulting | $12,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,768 | $64,975-12.6% | $97,295-41.7% | $106,553-46.7% |
| Participation rate | 10.3% | 45.4%-35.1pp | 72.7%-62.4pp | 69.8%-59.6pp |
| Annual return | 13.24% | 15.21%-2.0pp | 75.62%-62.4pp | 17.37%-4.1pp |
| Employer contribution / active EE | $55 | $1,126-95.1% | $2,723-98.0% | $3,359-98.4% |
| Participant deferral / active EE | $385 | $2,466-84.4% | $4,264-91.0% | $5,562-93.1% |
| Admin fee / account holder | $76 | $69+10.5% | $5,646-98.7% | $80-4.9% |