Filed March 29, 2005 (most recent of 2 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 Filed as: T. ROWE PRICE STABLE ASSET MGMT INC Service code 28 · EIN 52-0556948 | Investment Management | $1,665,382 |
SANDS CAPITAL MANAGEMENT, LLC1+ years Filed as: SANDS CAPITAL MANAGEMENT Service code 51 · EIN 20-2830751 | Investment Mgmt Fees | $855,526 |
BLACKROCK1+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $849,681 |
Service code 37 · EIN 04-2647786 | Loan Processing | $848,468 |
NORTHERN TRUST COMPANY1+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $650,303 |
WITHUMSMITH+BROWN, PC1+ years Filed as: BROWN ADVISORY Service code 26 · EIN 26-4560299 | Advisory (Participants) | $570,272 |
CALLAN ASSOCIATES1+ years Filed as: CALLAN ASSOCIATES INC Service code 16 · EIN 94-2192581 | Consulting | $303,580 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $198,326 |
Filed as: FIDELITY INSTITUTIONAL OPERATIONS Service code 16 · EIN 04-3304255 | Consulting | $140,452 |
Filed as: RS INVESTMENTS Service code 28 · EIN 94-3181687 | Investment Management | $129,301 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $272,827 | $111,064+145.6% | $67,652+303.3% | $69,651+291.7% |
| Participation rate | 99.6% | 86.0%+13.6pp | 75.7%+23.9pp | 66.6%+33.0pp |
| Annual return | 73.60% | 2.77%+70.8pp | 6625.40%-6551.8pp | 53.77%+19.8pp |
| Employer contribution / active EE | $4,603 | $3,328+38.3% | $2,266+103.2% | $2,241+105.4% |
| Participant deferral / active EE | $9,226 | $6,396+44.2% | $3,560+159.2% | $3,635+153.8% |
| Admin fee / account holder | $281 | $72+291.5% | $4,821-94.2% | $63+345.0% |