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 INC9+ years Filed as: T. ROWE PRICE Service code 15 · EIN 52-1714114 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $732,674 |
Service code 10 · EIN 22-3060583 11 TURNER LANE · WEST CHESTER, PA 19380 | Accounting | $96,500 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON Service code 19 PO BOX 392006 · PITTSBURGH, PA 15251 | Securities Custodian | $77,595 |
MORNINGSTAR9+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $45,536 |
AON CONSULTING2 years Filed as: AON Service code 16 200 E RANDOLPH STREET · CHICAGO, IL 60601 | Consulting | $34,860 |
MERCER8 years Service code 16 PO BOX 13793 · DALLAS, TX 75373 | Consulting | $27,500 |
ALIGHT SOLUTIONS LLC7 years Service code 16 P.O. BOX 95135 · CHICAGO, IL 60602 | Consulting | $20,150 |
AAFCPAS, INC.1 year Filed as: AAFCPAS INC Service code 10 50 WASHINGTON STREET · WESTBOROUGH, MA 01581 | Accounting | $17,740 |
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 | $292,176 | $225,491+29.6% | $98,462+196.7% | $96,393+203.1% |
| Participation rate | 96.4% | 87.3%+9.0pp | 75.2%+21.2pp | 71.3%+25.1pp |
| Annual return | 17.54% | 19.53%-2.0pp | 21.20%-3.7pp | 22.88%-5.3pp |
| Employer contribution / active EE | $14,510 | $8,386+73.0% | $3,049+375.9% | $3,239+348.0% |
| Participant deferral / active EE | $16,109 | $10,872+48.2% | $4,738+240.0% | $5,455+195.3% |
| Admin fee / account holder | $49 | $87-44.3% | $8,875-99.5% | $74-34.4% |