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 |
|---|---|---|
T ROWE PRICE RPS INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $792,432 |
MORNINGSTAR1+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $375,162 |
WELLS FARGO BANK, N.A.1+ years Filed as: GALLIARD INSTITUTIONAL TRUST SVCS. Service code 50 608 SECOND AVE. SOUTH · MINNEAPOLIS, MN 55479 | Direct Payment | $92,990 |
QDRO CONSULTANTS COMPANY, LLC1+ years Filed as: QDRO CONSULTANTS Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $6,300 |
THE BANK OF NEW YORK MELLON1+ years Filed as: PERSHING Service code 50 PO BOX 2065 · JERSEY CITY, NJ 07303 | Direct Payment | $6,246 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,105 | $120,005+7.6% | $68,509+88.5% | $67,505+91.3% |
| Participation rate | 98.2% | 87.9%+10.3pp | 74.7%+23.5pp | 71.2%+27.0pp |
| Annual return | 3.21% | 2.25%+1.0pp | 8.27%-5.1pp | 6.52%-3.3pp |
| Employer contribution / active EE | $5,116 | $4,267+19.9% | $2,278+124.6% | $2,173+135.5% |
| Participant deferral / active EE | $7,016 | $6,452+8.7% | $3,382+107.4% | $3,597+95.1% |
| Admin fee / account holder | $119 | $71+67.1% | $5,275-97.7% | $56+112.1% |