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 INC3 years Filed as: T ROWE PRICE STABLE ASSET MNGMT INC Service code 28 · EIN 52-0556848 | Investment Management | $2,844,350 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,068,992 |
BLACKROCK3 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $1,768,556 |
WITHUMSMITH+BROWN, PC4+ years Filed as: BROWN ADVISORY Service code 26 · EIN 26-4560299 | Advisory (Participants) | $889,565 |
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 37 · EIN 02-0488491 | Loan Processing | $882,097 |
Filed as: SANDS CAPTIAL MANAGEMENT Service code 51 · EIN 20-2830751 | Investment Mgmt Fees | $779,230 |
NORTHERN TRUST COMPANY4+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $548,613 |
CALLAN ASSOCIATES1 year Service code 16 · EIN 94-2192581 | Consulting | $240,046 |
SIDLEY AUSTIN LLP4+ years Filed as: SIDLEY AUSTIN, LLP Service code 29 · EIN 36-4474078 | Legal | $206,892 |
CENTRUE BANK1 year Service code 27 · EIN 93-6274329 | Advisory (Plan) | $105,262 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $202,009 | $127,796+58.1% | $76,767+163.1% | $73,367+175.3% |
| Participation rate | 95.5% | 88.2%+7.3pp | 77.0%+18.5pp | 69.5%+26.0pp |
| Annual return | -2.63% | -2.31%-0.3pp | 2.43%-5.1pp | 173.45%-176.1pp |
| Employer contribution / active EE | $572 | $3,931-85.4% | $2,485-77.0% | $2,499-77.1% |
| Participant deferral / active EE | $9,699 | $6,924+40.1% | $3,852+151.8% | $4,033+140.5% |
| Admin fee / account holder | $370 | $66+457.1% | $6,675-94.5% | $68+441.0% |