Filed March 29, 2012 (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 |
|---|---|---|
THE PFE GROUP1+ years Service code 16 153 CORAVILLE ROAD · SOUTHBOROUGH, MA 01772 | Consulting | $44,966 |
T ROWE PRICE RPS INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $33,210 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN LEWIS AND BOCKIUS LLP Service code 14 PO BOX 8500 S6050 · PHILADELPHIA, PA 19178 | Plan Administrator | $28,504 |
PLANTE & MORAN, PLLC1+ years Filed as: PLANTE AND MORAN Service code 10 16060 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693 | Accounting | $15,000 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,300 | $71,957+85.2% | $67,652+97.0% | $59,188+125.2% |
| Participation rate | 94.4% | 82.7%+11.8pp | 75.7%+18.8pp | 69.4%+25.0pp |
| Annual return | 7.52% | 8.53%-1.0pp | 6625.04%-6617.5pp | 5.51%+2.0pp |
| Employer contribution / active EE | $7,426 | $2,432+205.4% | $2,266+227.8% | $2,098+254.0% |
| Participant deferral / active EE | $7,498 | $4,211+78.1% | $3,560+110.6% | $3,265+129.7% |
| Admin fee / account holder | $23 | $64-64.7% | $4,821-99.5% | $92-75.5% |