Filed December 27, 2011
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 |
|---|---|---|
Service code 12 · EIN 04-2647786 | Trustee (directed); Contract Administ... | $1,208,346 |
T ROWE PRICE RPS INC1+ years Filed as: T ROWE PRICE Service code 28 100 EAST PRATT ST · BALTIMORE, MD 21202 | Investment Management | $1,031,794 |
JACKSON SQUARE PARTNERS1+ years Filed as: JACKSON SQUARE Service code 28 101 CALIFORNIA STREET SUITE 3750 · SAN FRANCISCO, CA 94111 | Investment Management | $561,855 |
NEXTERA ENERGY, INC.1+ years Service code 10 · EIN 59-2499419 | Accounting | $243,394 |
CROWE LLP1+ years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $61,400 |
ENNIS HARGADON, LLC1+ years Filed as: ENNIS, KNUPP AND ASSOCIATES Service code 16 · EIN 36-3109431 | Consulting | $45,668 |
RR DONNELLEY1+ years Filed as: RR DONNELLY Service code 36 · EIN 36-1004130 | Copying and duplicating | $1,025 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,350 | $69,651+200.6% | $81,367+157.3% | $69,651+200.6% |
| Participation rate | 93.6% | 66.6%+27.1pp | 82.3%+11.3pp | 66.6%+27.1pp |
| Annual return | -0.27% | 53.77%-54.0pp | -0.92%+0.6pp | 53.77%-54.0pp |
| Employer contribution / active EE | $155 | $2,241-93.1% | $3,930-96.0% | $2,241-93.1% |
| Participant deferral / active EE | $8,731 | $3,635+140.2% | $5,383+62.2% | $3,635+140.2% |
| Admin fee / account holder | $252 | $63+299.3% | $8,926-97.2% | $63+299.3% |