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 INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $328,643 |
AON CONSULTING1 year Filed as: AON Service code 16 200 E RANDOLPH STREET · CHICAGO, IL 60601 | Consulting | $149,174 |
ASSURANCE DIMENSIONS6 years Service code 10 1300 NORTH WESTSHORE BLVD · TAMPA, FL 33607 | Accounting | $12,500 |
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 | $47,715 | $39,166+21.8% | $79,580-40.0% | $78,104-38.9% |
| Participation rate | 21.7% | 57.3%-35.7pp | 69.5%-47.8pp | 74.5%-52.8pp |
| Annual return | -16.46% | -9.39%-7.1pp | 0.15%-16.6pp | 10.90%-27.4pp |
| Employer contribution / active EE | $319 | $1,019-68.7% | $2,413-86.8% | $3,128-89.8% |
| Participant deferral / active EE | $1,063 | $2,079-48.9% | $3,985-73.3% | $5,089-79.1% |
| Admin fee / account holder | $154 | $67+129.1% | $6,835-97.8% | $79+94.7% |