Filed May 31, 2012
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,089,351 |
JACKSON SQUARE PARTNERS4 years Filed as: JACKSON SQUARE PARTNERS LLC Service code 99 · EIN 80-0945254 | Other Fees | $641,579 |
INVESCO1 year Filed as: INVESCO CAPITAL MANAGEMENT Service code 28 · EIN 58-1707262 | Investment Management | $557,879 |
NORTHERN TRUST COMPANY1 year Service code 25 · EIN 36-1561860 | Directed Trustee | $56,497 |
STATE STREET GLOBAL ADVISORS5+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $49,546 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $370,216 | $201,404+83.8% | $93,621+295.4% | $89,609+313.1% |
| Participation rate | 99.2% | 87.5%+11.7pp | 75.8%+23.4pp | 69.6%+29.6pp |
| Annual return | 23.07% | 23.05%0pp | 32.76%-9.7pp | 33.65%-10.6pp |
| Employer contribution / active EE | $14,841 | $6,528+127.3% | $2,719+445.9% | $2,584+474.3% |
| Participant deferral / active EE | $16,297 | $9,208+77.0% | $4,070+300.4% | $4,222+286.0% |
| Admin fee / account holder | $124 | $89+39.2% | $7,890-98.4% | $72+73.7% |