Filed November 5, 1998
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.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $751,211 |
MERCER1+ years Service code 16 PO BOX 13793 · NEWARK, NJ 07188 | Consulting | $238,787 |
ERNST & YOUNG LLP1+ years Filed as: ERNST AND YOUNG LLP Service code 10 5 TIMES SQUARE · NEW YORK, NY 10036 | Accounting | $154,500 |
SQUIRE PATTON BOGGS (US) LLP1+ years Filed as: SQUIRE PATTON BOGGS US LLP Service code 29 PO BOX 643051 · CINCINNATI, OH 45264 | Legal | $7,818 |
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 | $62,445 | $65,877-5.2% | $115,038-45.7% | $69,651-10.3% |
| Participation rate | 87.6% | 58.1%+29.5pp | 81.4%+6.2pp | 66.6%+21.0pp |
| Annual return | 3.62% | 6.03%-2.4pp | 26.14%-22.5pp | 53.77%-50.2pp |
| Employer contribution / active EE | $1,568 | $1,712-8.4% | $4,608-66.0% | $2,241-30.0% |
| Participant deferral / active EE | $6,187 | $4,216+46.8% | $6,026+2.7% | $3,635+70.2% |
| Admin fee / account holder | $59 | $77-24.2% | $8,175-99.3% | $63-7.4% |