Filed April 29, 2002
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 Filed as: T ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $38,713 |
BAIRD FUNDS1 year Service code 28 777 EAST WISCONSIN AVENUE · MILWAUKEE, WI 53202 | Investment Management | $0 |
BLACKROCK1 year Filed as: BLACKROCK FUNDS Service code 28 · EIN 04-6171663 | Investment Management | $0 |
DODGE & COX1 year Service code 28 · EIN 94-1441976 | Investment Management | $0 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,459 | $111,878+20.2% | $93,727+43.5% | $145,897-7.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 19.05% | 204.28%-185.2pp | 133.83%-114.8pp | 552.29%-533.2pp |
| Employer contribution / active EE | $4,704 | $3,092+52.1% | $2,421+94.3% | $4,663+0.9% |
| Participant deferral / active EE | $14,546 | $4,920+195.6% | $4,417+229.3% | $6,689+117.5% |
| Admin fee / account holder | $252 | $10,256-97.5% | $8,292-97.0% | $13,390-98.1% |