Filed September 13, 2012 (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 |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $310,766 |
FINANCIAL ENGINES2+ years Service code 26 1050 ENTERPRISE WAY 3RD FLOOR · SUNNYVALE, CA 94089 | Advisory (Participants) | $203,928 |
AON CONSULTING1 year Filed as: AON HEWITT INV CONSULTING, INC. Service code 16 · EIN 36-3109431 | Consulting | $64,261 |
CROWE LLP1 year Filed as: CROWE HORWATH, LLP Service code 99 · EIN 35-0921680 | Other Fees | $21,300 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE RPS INC. Service code 37 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Loan Processing | $6,465 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,747 | $80,211+20.6% | $74,184+30.4% | $63,975+51.2% |
| Participation rate | 99.6% | 84.2%+15.4pp | 76.6%+23.0pp | 71.1%+28.5pp |
| Annual return | 13.26% | 14.13%-0.9pp | 17.74%-4.5pp | 48.65%-35.4pp |
| Employer contribution / active EE | $4,445 | $2,553+74.1% | $2,370+87.5% | $2,182+103.7% |
| Participant deferral / active EE | $10,689 | $4,370+144.6% | $3,550+201.1% | $3,356+218.5% |
| Admin fee / account holder | $140 | $67+108.1% | $5,586-97.5% | $70+98.6% |