Filed May 3, 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 INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $651,143 |
AON CONSULTING1+ years Filed as: AON CONSULTING INC Service code 16 PO BOX 95135 · CHICAGO, IL 60694 | Consulting | $69,462 |
ADP BROKER-DEALER1+ years Filed as: ADP INC Service code 14 PO BOX 842875 · BOSTON, MA 02284 | Plan Administrator | $19,845 |
BARLEY MCNAMARA WILD1+ years Service code 10 1300 N WESTSHORE BLVD · TAMPA, FL 33607 | Accounting | $12,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,150 | $30,072+0.3% | $64,105-53.0% | $67,505-55.3% |
| Participation rate | 31.1% | 59.4%-28.3pp | 68.2%-37.1pp | 71.2%-40.2pp |
| Annual return | 0.19% | 0.30%-0.1pp | 791.24%-791.0pp | 6.52%-6.3pp |
| Employer contribution / active EE | $401 | $725-44.6% | $1,820-77.9% | $2,173-81.5% |
| Participant deferral / active EE | $1,157 | $1,453-20.4% | $2,822-59.0% | $3,597-67.8% |
| Admin fee / account holder | $204 | $62+226.9% | $4,499-95.5% | $56+262.5% |