Filed December 15, 1992
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 | $61,132 |
AON CONSULTING3 years Filed as: AON Service code 16 200 E RANDOLPH STREET · CHICAGO, IL 60601 | Consulting | $26,693 |
BAKER TILLY US, LLP4 years Filed as: BAKER TILLY US LLP Service code 10 777 W WISCONSIN AVE · MILWAUKEE, WI 53202 | Accounting | $13,480 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,700 | $66,486+128.2% | $81,370+86.4% | $77,762+95.1% |
| Participation rate | 51.6% | 68.7%-17.1pp | 69.5%-17.9pp | 70.6%-19.0pp |
| Annual return | 14.50% | 15.95%-1.4pp | 24.85%-10.3pp | 31.27%-16.8pp |
| Employer contribution / active EE | $1,881 | $2,158-12.8% | $2,464-23.7% | $2,728-31.0% |
| Participant deferral / active EE | $3,981 | $3,677+8.3% | $3,885+2.5% | $4,651-14.4% |
| Admin fee / account holder | $357 | $586-39.0% | $5,749-93.8% | $433-17.5% |