Filed January 25, 2013
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.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1+ years Filed as: T. ROWE PRICE Service code 15 · EIN 52-1714114 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,146,697 |
FISCHER DORWART, P.C.1+ years Filed as: FISCHER CUNNANE & ASSOCIATES LTD Service code 10 · EIN 22-3060583 11 TURNER LANE · WEST CHESTER, PA 19380 | Accounting | $170,150 |
MORNINGSTAR1+ years Service code 26 · EIN 36-3297908 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $50,429 |
HEWITT ASSOCIATES LLC1+ years Service code 16 PO BOX 95135 · CHICAGO, IL 60694 | Consulting | $23,650 |
AON CONSULTING1+ years Filed as: AON CONSULTING INC. Service code 16 PO BOX 95135 · CHICAGO, IL 60694 | Consulting | $6,600 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,809 | $158,120+23.2% | $68,509+184.4% | $69,651+179.7% |
| Participation rate | 97.6% | 88.0%+9.6pp | 74.7%+22.9pp | 66.6%+31.1pp |
| Annual return | -0.24% | 3.41%-3.6pp | 8.27%-8.5pp | 53.77%-54.0pp |
| Employer contribution / active EE | $10,896 | $5,427+100.8% | $2,278+378.3% | $2,241+386.3% |
| Participant deferral / active EE | $13,264 | $7,897+68.0% | $3,382+292.2% | $3,635+264.9% |
| Admin fee / account holder | $56 | $74-24.4% | $5,275-98.9% | $63-12.0% |