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 INC4+ years Filed as: T. ROWE PRICE Service code 15 · EIN 52-1714114 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,082,552 |
CALLAN ASSOCIATES2 years Filed as: CALLAN ASSOCIATES INC Service code 16 600 MONTGOMERY ST · SAN FRANCISCO, CA 94111 | Consulting | $107,530 |
Filed as: BANCO POPULAR Service code 10 PO BOX 362708 · SAN JUAN, PR 00936 | Accounting | $96,500 |
MORNINGSTAR4+ years Service code 26 · EIN 36-3297908 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $47,445 |
ALIGHT SOLUTIONS LLC2 years Service code 16 PO BOX 95135 · CHICAGO, IL 60694 | Consulting | $23,100 |
MERCER3 years Service code 16 PO BOX 13793 · DALLAS, TX 75373 | Consulting | $12,445 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,193 | $173,253+32.3% | $80,022+186.4% | $73,367+212.4% |
| Participation rate | 94.1% | 88.8%+5.2pp | 75.8%+18.2pp | 69.5%+24.6pp |
| Annual return | -4.02% | -2.12%-1.9pp | 11.22%-15.2pp | 173.45%-177.5pp |
| Employer contribution / active EE | $11,842 | $6,338+86.8% | $2,468+379.8% | $2,499+373.9% |
| Participant deferral / active EE | $13,007 | $8,893+46.3% | $3,686+252.9% | $4,033+222.6% |
| Admin fee / account holder | $58 | $90-35.6% | $6,521-99.1% | $68-15.4% |