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.
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO5+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $3,601,379 |
T ROWE PRICE RPS INC5+ years Filed as: T. ROWE PRICE Service code 28 · EIN 52-0556948 | Investment Management | $753,962 |
STATE STREET GLOBAL ADVISORS4 years Filed as: STATE STREET BANK AND TRUST CO Service code 28 STRUCTURED PRODUCTS · BOSTON, MA 02206 | Investment Management | $525,889 |
SEI INVESTMENTS4 years Filed as: SEI INVESTMENTS CO Service code 28 · EIN 23-1707341 | Investment Management | $511,539 |
Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 28 · EIN 13-5581829 | Investment Management | $447,979 |
Filed as: PRUDENTIAL INS CO OF AMERICA Service code 28 200 WOOD AVENUE S. · ISELIN, NJ 08830 | Investment Management | $437,554 |
NORTHERN TRUST COMPANY4 years Filed as: THE NORTHERN TRUST COMPANY Service code 28 · EIN 36-1561860 | Investment Management | $405,383 |
MORNINGSTAR5+ years Service code 38 · EIN 36-3297908 | Participant Communication | $396,714 |
Filed as: AMERICAN GENERAL LIFE INS CO Service code 28 50 DANBURY ROAD · WILTON, CT 06897 | Investment Management | $346,485 |
Filed as: NEW YORK LIFE INSURANCE COMPANY Service code 28 · EIN 13-5582869 | Investment Management | $303,072 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $295,202 | $201,404+46.6% | $93,621+215.3% | $89,609+229.4% |
| Participation rate | 99.4% | 87.5%+11.9pp | 75.8%+23.5pp | 69.6%+29.8pp |
| Annual return | 18.76% | 23.05%-4.3pp | 32.76%-14.0pp | 33.65%-14.9pp |
| Employer contribution / active EE | $15,433 | $6,528+136.4% | $2,719+467.7% | $2,584+497.2% |
| Participant deferral / active EE | $15,414 | $9,208+67.4% | $4,070+278.8% | $4,222+265.1% |
| Admin fee / account holder | $101 | $89+12.8% | $7,890-98.7% | $72+40.7% |