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 | Recordkeeping fees; Recordkeeping and... | $746,368 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $598,496 |
NORTHERN TRUST COMPANY2 years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $478,441 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE ASSOCIATES, INC Service code 28 · EIN 52-0556948 | Investment Management | $311,353 |
Service code 27 · EIN 13-3575636 | Advisory (Plan) | $283,920 |
Filed as: FIDELITY INSTITUTIONAL ASSET MGMT Service code 28 · EIN 04-3532603 | Investment Management | $266,982 |
RR DONNELLEY1 year Filed as: R.R. DONNELLEY AND SONS COMPANY Service code 14 · EIN 36-1004130 | Plan Administrator | $45,223 |
BAKER TILLY US, LLP2 years Service code 10 · EIN 39-0859910 | Accounting | $36,783 |
MILLIMAN, INC.1 year Filed as: MILLIMAN USA Service code 49 · EIN 91-0675641 | Other Services | $7,576 |
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.
Annual investment return 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 | $87,035 | $239,209-63.6% | $106,554-18.3% | $106,520-18.3% |
| Participation rate | 85.5% | 89.6%-4.1pp | 76.1%+9.4pp | 71.3%+14.2pp |
| Annual return | 12.53% | 17.49%-5.0pp | 26.80%-14.3pp | 19.28%-6.8pp |
| Employer contribution / active EE | $1 | $6,641-100.0% | $2,819-100.0% | $2,840-100.0% |
| Participant deferral / active EE | $3,952 | $9,673-59.1% | $4,398-10.1% | $4,948-20.1% |
| Admin fee / account holder | $81 | $95-15.3% | $7,408-98.9% | $75+8.0% |