Filed October 10, 2012 (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 |
|---|---|---|
Service code 12 · EIN 84-0467907 | Claims processing; Recordkeeping and ... | $843,436 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $522,786 |
NORTHERN TRUST COMPANY1 year Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $504,101 |
Filed as: FIDELITY INSTITUTIONAL ASSETS MGMT Service code 28 · EIN 04-3532603 | Investment Management | $413,087 |
Service code 27 · EIN 13-3575636 | Advisory (Plan) | $280,000 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE STABLE ASSET MGMT INC. Service code 28 · EIN 52-0556948 | Investment Management | $233,118 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 · EIN 95-3692822 | Investment Management | $138,257 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 39-0859910 | Accounting | $36,950 |
RR DONNELLEY1 year Filed as: R. R. DONNELLEY AND SONS COMPANY Service code 14 · EIN 36-1004130 | Plan Administrator | $24,412 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $81,612 | $430,560-81.0% | $98,920-17.5% | $106,273-23.2% |
| Participation rate | 84.6% | 86.2%-1.6pp | 76.0%+8.6pp | 70.8%+13.8pp |
| Annual return | 14.52% | 17.89%-3.4pp | 196.47%-182.0pp | 21.70%-7.2pp |
| Employer contribution / active EE | $0 | $6,804-100.0% | $2,689-100.0% | $2,722-100.0% |
| Participant deferral / active EE | $3,671 | $9,623-61.9% | $4,245-13.5% | $4,601-20.2% |
| Admin fee / account holder | $77 | $220-65.1% | $6,643-98.8% | $78-1.7% |