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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,874,098 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE STABLE ASSET MNGMT INC Service code 28 · EIN 52-0556948 | Investment Management | $1,736,569 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $1,579,063 |
SANDS CAPITAL MANAGEMENT, LLC2+ years Filed as: SANDS CAPITAL MANAGEMENT Service code 51 · EIN 20-2830751 | Investment Mgmt Fees | $991,674 |
NORTHERN TRUST COMPANY2+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $804,938 |
WITHUMSMITH+BROWN, PC2+ years Filed as: BROWN ADVISORY Service code 26 · EIN 26-4560299 | Advisory (Participants) | $690,343 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $667,563 |
CALLAN ASSOCIATES1 year Filed as: CALLAN ASSOCIATES, INC. Service code 16 · EIN 94-2192581 | Consulting | $230,728 |
Filed as: ING INSTITUTIONAL PLAN SERVICES, LL Service code 99 · EIN 02-0488491 | Other Fees | $221,097 |
Filed as: FIDELITY INSTITUTIONAL OPERATIONS Service code 16 · EIN 04-3304255 | Consulting | $213,171 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,621 | $126,925+49.4% | $74,184+155.6% | $329,111-42.4% |
| Participation rate | 95.1% | 87.5%+7.5pp | 76.6%+18.5pp | 67.9%+27.2pp |
| Annual return | 7.58% | 10.67%-3.1pp | 17.74%-10.2pp | 16.35%-8.8pp |
| Employer contribution / active EE | $3,861 | $3,536+9.2% | $2,370+62.9% | $2,303+67.6% |
| Participant deferral / active EE | $9,335 | $6,619+41.0% | $3,550+163.0% | $3,682+153.5% |
| Admin fee / account holder | $273 | $64+329.3% | $5,586-95.1% | $754-63.8% |