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 INC8+ years Filed as: T. ROWE PRICE Service code 15 · EIN 52-1714114 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,151,855 |
Service code 10 · EIN 22-3060583 11 TURNER LANE · WEST CHESTER, PA 19380 | Accounting | $96,500 |
Filed as: BNY MELLON Service code 19 PO BOX 392006 · PITTSBURGH, PA 15251 | Securities Custodian | $77,593 |
AON CONSULTING1 year Filed as: AON Service code 16 200 E RANDOLPH STREET · CHICAGO, IL 60601 | Consulting | $49,800 |
MORNINGSTAR8+ years Service code 16 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Consulting | $48,430 |
MERCER7 years Service code 16 PO BOX 13793 · DALLAS, TX 75373 | Consulting | $27,500 |
ALIGHT SOLUTIONS LLC6 years Service code 16 PO BOX 95135 · CHICAGO, IL 60694 | Consulting | $19,250 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $257,911 | $185,545+39.0% | $90,767+184.1% | $89,433+188.4% |
| Participation rate | 95.6% | 85.0%+10.5pp | 75.7%+19.9pp | 71.3%+24.3pp |
| Annual return | -13.59% | -13.56%0pp | -12.16%-1.4pp | -11.88%-1.7pp |
| Employer contribution / active EE | $13,180 | $7,210+82.8% | $2,922+351.1% | $3,021+336.3% |
| Participant deferral / active EE | $14,338 | $9,550+50.1% | $4,565+214.1% | $5,125+179.8% |
| Admin fee / account holder | $57 | $100-42.8% | $8,445-99.3% | $79-27.8% |