Filed July 27, 2011 (most recent of 5 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.
| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO1+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $1,390,028 |
T ROWE PRICE RPS INC1+ years Filed as: T. ROWE PRICE Service code 28 · EIN 52-0556948 | Investment Management | $945,663 |
NORTHERN TRUST COMPANY1+ years Filed as: THE NORTHER TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $790,917 |
STATE STREET GLOBAL ADVISORS1+ years Service code 28 · EIN 04-1867445 | Investment Management | $236,849 |
KPMG LLP1+ years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $87,000 |
MORNINGSTAR1+ years Service code 38 · EIN 36-3297908 | Participant Communication | $78,375 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,988 | $158,120+49.2% | $68,509+244.5% | $69,651+238.8% |
| Participation rate | 99.0% | 88.0%+11.0pp | 74.7%+24.3pp | 66.6%+32.4pp |
| Annual return | 3.23% | 3.41%-0.2pp | 8.27%-5.0pp | 53.77%-50.5pp |
| Employer contribution / active EE | $7,813 | $5,427+44.0% | $2,278+243.0% | $2,241+248.7% |
| Participant deferral / active EE | $15,026 | $7,897+90.3% | $3,382+344.2% | $3,635+313.3% |
| Admin fee / account holder | $25 | $74-66.2% | $5,275-99.5% | $63-60.7% |