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 INC7+ years Filed as: T. ROWE PRICE Service code 15 · EIN 52-1714114 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,113,486 |
FISCHER DORWART, P.C.7+ years Filed as: FISCHER CUNNANE & ASSOCIATES LTD Service code 10 · EIN 22-3060583 11 TURNER LANE · WEST CHESTER, PA 19380 | Accounting | $96,500 |
MORNINGSTAR7+ years Service code 26 · EIN 36-3297908 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $51,444 |
ALIGHT SOLUTIONS LLC5 years Service code 16 PO BOX 95135 · CHICAGO, IL 60694 | Consulting | $13,200 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $312,875 | $239,209+30.8% | $106,554+193.6% | $106,520+193.7% |
| Participation rate | 94.3% | 89.6%+4.7pp | 76.1%+18.1pp | 71.3%+23.0pp |
| Annual return | 14.13% | 17.49%-3.4pp | 26.80%-12.7pp | 19.28%-5.2pp |
| Employer contribution / active EE | $12,669 | $6,641+90.8% | $2,819+349.4% | $2,840+346.0% |
| Participant deferral / active EE | $14,106 | $9,673+45.8% | $4,398+220.7% | $4,948+185.1% |
| Admin fee / account holder | $51 | $95-46.2% | $7,408-99.3% | $75-31.4% |