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.
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC3+ years Filed as: T. ROWE PRICE Service code 15 · EIN 52-1714114 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,122,229 |
FISCHER DORWART, P.C.3+ years Filed as: FISCHER CUNNANE & ASSOCIATES LTD Service code 10 · EIN 22-3060583 11 TURNER LANE · WEST CHESTER, PA 19380 | Accounting | $95,040 |
MORNINGSTAR3+ years Service code 26 · EIN 36-3297908 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $49,547 |
CALLAN ASSOCIATES1 year Filed as: CALLAN ASSOCIATES INC Service code 16 600 MONTGOMERY ST · SAN FRANCISCO, CA 94111 | Consulting | $29,867 |
MERCER2 years Service code 16 PO BOX 13793 · DALLAS, TX 75373 | Consulting | $21,121 |
AON CONSULTING1 year Filed as: AON CONSULTING INC Service code 26 39584 TREASURY CENTER · CHICAGO, IL 60694 | Advisory (Participants) | $19,250 |
ALIGHT SOLUTIONS LLC1 year Service code 26 PO BOX 95135 · CHICAGO, IL 60694 | Advisory (Participants) | $10,450 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $249,279 | $187,373+33.0% | $91,004+173.9% | $80,976+207.8% |
| Participation rate | 95.8% | 87.5%+8.3pp | 75.6%+20.2pp | 68.3%+27.5pp |
| Annual return | 15.89% | 16.95%-1.1pp | 4.60%+11.3pp | 22.91%-7.0pp |
| Employer contribution / active EE | $12,069 | $5,838+106.7% | $2,456+391.5% | $2,402+402.4% |
| Participant deferral / active EE | $13,295 | $8,375+58.7% | $3,548+274.8% | $3,848+245.5% |
| Admin fee / account holder | $58 | $91-36.6% | $5,417-98.9% | $67-14.1% |