Filed April 5, 2013 (most recent of 4 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 INC1 year Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $140,797 |
DELOITTE & TOUCHE LLP10+ years Service code 10 P O BOX 844708 · DALLAS, TX 75284 | Accounting | $76,763 |
Filed as: NORTH PIER FIDUCIARY MANAGEMENT LLC Service code 16 4333 ADMIRALTY WAY · MARINA DEL REY, CA 90292 | Consulting | $27,040 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,834 | $148,970-8.8% | $133,698+1.6% | $200,096-32.1% |
| Participation rate | 55.8% | 79.4%-23.5pp | 76.4%-20.6pp | 72.0%-16.2pp |
| Annual return | 17.47% | 27.07%-9.6pp | 580.90%-563.4pp | 34.26%-16.8pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,218-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $4,398 | $6,140-28.4% | $7,016-37.3% | $5,090-13.6% |
| Admin fee / account holder | $126 | $144-12.2% | $6,703-98.1% | $269-53.1% |