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 INC2+ years Filed as: T. ROWE PRICE Service code 15 · EIN 52-1714114 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,177,589 |
MERCER1 year Service code 16 PO BOX 13793 · DALLAS, TX 75373 | Consulting | $109,885 |
FISCHER DORWART, P.C.2+ years Filed as: FISCHER CUNNANE & ASSOCIATES LTD Service code 10 · EIN 22-3060583 11 TURNER LANE · WEST CHESTER, PA 19380 | Accounting | $87,900 |
MORNINGSTAR2+ years Service code 27 · EIN 36-3297908 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Plan) | $49,625 |
AON CONSULTING2+ years Filed as: AON CONSULTING INC. Service code 16 PO BOX 95135 · CHICAGO, IL 60694 | Consulting | $24,200 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $210,377 | $169,122+24.4% | $78,002+169.7% | $329,111-36.1% |
| Participation rate | 86.8% | 88.4%-1.6pp | 75.5%+11.2pp | 67.9%+18.9pp |
| Annual return | 8.49% | 11.00%-2.5pp | 425.99%-417.5pp | 16.35%-7.9pp |
| Employer contribution / active EE | $11,083 | $5,827+90.2% | $2,470+348.7% | $2,303+381.1% |
| Participant deferral / active EE | $12,219 | $8,046+51.9% | $3,497+249.4% | $3,682+231.9% |
| Admin fee / account holder | $59 | $83-28.5% | $5,481-98.9% | $754-92.2% |