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.
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $773,632 |
ERNST & YOUNG LLP1 year Service code 10 PO BOX 640382 · PITTSBURG, PA 15264 | Accounting | $150,000 |
MERCER4+ years Service code 16 PO BOX 13793 · DALLAS, TX 75373 | Consulting | $116,538 |
Service code 29 PO BOX 643051 · CINCINNATI, OH 45264 | Legal | $47,568 |
Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Securities brokerage; Shareholder ser... | $2,742 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,848 | $71,505+10.3% | $123,553-36.2% | $73,367+7.5% |
| Participation rate | 67.7% | 64.9%+2.8pp | 82.3%-14.6pp | 69.5%-1.8pp |
| Annual return | -2.05% | 6.94%-9.0pp | 119.21%-121.3pp | 173.45%-175.5pp |
| Employer contribution / active EE | $1,640 | $2,011-18.5% | $4,628-64.6% | $2,499-34.4% |
| Participant deferral / active EE | $6,271 | $4,928+27.3% | $6,426-2.4% | $4,033+55.5% |
| Admin fee / account holder | $54 | $66-18.1% | $9,284-99.4% | $68-21.0% |