Filed August 14, 2002 (most recent of 3 filings on file)
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 INC7 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $24,314 |
BLACKROCK1 year Filed as: BLACKROCK FUNDS Service code 28 · EIN 04-6171663 | Investment Management | $0 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD GROUP Service code 28 · EIN 23-1945930 | Investment Management | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,719 | $96,805-34.2% | $153,741-58.6% | $77,762-18.1% |
| Participation rate | 89.2% | 81.6%+7.6pp | 77.1%+12.1pp | 70.6%+18.6pp |
| Annual return | 17.82% | 14.39%+3.4pp | 15.71%+2.1pp | 31.27%-13.4pp |
| Employer contribution / active EE | $5,180 | $5,232-1.0% | $5,042+2.7% | $2,728+89.9% |
| Participant deferral / active EE | $7,024 | $6,601+6.4% | $6,757+4.0% | $4,651+51.0% |
| Admin fee / account holder | $66 | $182-64.0% | $12,749-99.5% | $433-84.9% |