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 INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $282,390 |
AON CONSULTING3 years Service code 16 39584 TREASURY CENTER · CHICAGO, IL 60694 | Consulting | $71,033 |
AON CONSULTING1 year Filed as: AON HEWITT ASSOCIATES LLC Service code 16 PO BOX 95135 · CHICAGO, IL 60694 | Consulting | $23,365 |
ASSURANCE DIMENSIONS2 years Service code 10 1300 NORTH WESTSHORE BLVD · TAMPA, FL 33607 | Accounting | $12,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $38,044 | $32,284+17.8% | $74,551-49.0% | $68,904-44.8% |
| Participation rate | 29.6% | 58.1%-28.4pp | 69.1%-39.5pp | 74.1%-44.5pp |
| Annual return | -5.07% | -4.24%-0.8pp | 32.53%-37.6pp | 1.07%-6.1pp |
| Employer contribution / active EE | $448 | $782-42.7% | $1,961-77.1% | $2,540-82.4% |
| Participant deferral / active EE | $1,299 | $1,518-14.4% | $3,108-58.2% | $4,015-67.6% |
| Admin fee / account holder | $112 | $72+54.8% | $5,059-97.8% | $71+56.6% |