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 |
|---|---|---|
T ROWE PRICE RPS INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $801,479 |
MORNINGSTAR2+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $356,549 |
WELLS FARGO BANK, N.A.2+ years Filed as: GALLIARD INSTITUTIONAL TRUST SVCS. Service code 50 608 SECOND AVE. SOUTH · MINNEAPOLIS, MN 55479 | Direct Payment | $83,058 |
THE BANK OF NEW YORK MELLON2+ years Filed as: PERSHING Service code 71 PO BOX 2065 · JERSEY CITY, NJ 07303 | Brokerage Fees | $5,190 |
QDRO CONSULTANTS COMPANY, LLC2+ years Filed as: QDRO CONSULTANTS Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $5,100 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,830 | $117,928+21.1% | $78,002+83.1% | $65,292+118.8% |
| Participation rate | 98.0% | 85.6%+12.5pp | 75.5%+22.5pp | 72.4%+25.6pp |
| Annual return | 5.75% | 11.37%-5.6pp | 425.99%-420.2pp | 11.84%-6.1pp |
| Employer contribution / active EE | $5,543 | $3,999+38.6% | $2,470+124.4% | $2,302+140.8% |
| Participant deferral / active EE | $9,946 | $5,945+67.3% | $3,497+184.4% | $3,579+177.9% |
| Admin fee / account holder | $130 | $66+96.0% | $5,481-97.6% | $57+126.1% |