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.
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2 years Filed as: T ROWE PRICE STABLE ASSET MNGMT INC Service code 28 · EIN 52-0556948 | Investment Management | $2,151,202 |
BLACKROCK2 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $1,891,457 |
Service code 16 · EIN 04-2647786 | Consulting | $1,368,674 |
WITHUMSMITH+BROWN, PC3+ years Filed as: BROWN ADVISORY Service code 26 · EIN 26-4560299 | Advisory (Participants) | $931,947 |
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 51 · EIN 02-0488491 | Investment Mgmt Fees | $908,418 |
SANDS CAPITAL MANAGEMENT, LLC3+ years Filed as: SANDS CAPITAL MANAGEMENT Service code 51 · EIN 20-2830751 | Investment Mgmt Fees | $853,789 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $811,194 |
NORTHERN TRUST COMPANY3+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $624,468 |
CALLAN ASSOCIATES1 year Filed as: CALLAN ASOCIATES, INC. Service code 16 · EIN 94-2192581 | Consulting | $235,342 |
SIDLEY AUSTIN LLP3+ years Filed as: SIDLEY AUSTIN, LLP Service code 29 · EIN 36-4474078 | Legal | $170,009 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $217,363 | $136,209+59.6% | $82,312+164.1% | $80,976+168.4% |
| Participation rate | 95.9% | 88.0%+7.9pp | 76.9%+19.0pp | 68.3%+27.6pp |
| Annual return | 15.48% | 21.54%-6.1pp | 25.88%-10.4pp | 22.91%-7.4pp |
| Employer contribution / active EE | $4,875 | $3,633+34.2% | $2,428+100.7% | $2,402+102.9% |
| Participant deferral / active EE | $10,171 | $6,693+52.0% | $3,706+174.4% | $3,848+164.3% |
| Admin fee / account holder | $326 | $62+424.7% | $5,608-94.2% | $67+383.7% |