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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 04-2647786 | Recordkeeping fees; Participant loan ... | $1,047,637 |
T ROWE PRICE RPS INC2+ years Filed as: T ROWE PRICE Service code 28 100 EAST PRATT ST · BALTIMORE, MD 21202 | Investment Management | $953,965 |
JACKSON SQUARE PARTNERS2+ years Filed as: JACKSON SQUARE Service code 28 101 CALIFORNIA STREET SUITE 3750 · SAN FRANCISCO, CA 94111 | Investment Management | $652,497 |
NEXTERA ENERGY, INC.2+ years Service code 10 · EIN 59-2499419 | Accounting | $151,067 |
ENNIS HARGADON, LLC2+ years Filed as: ENNIS, KNUPP AND ASSOCIATES Service code 16 · EIN 36-3109431 | Consulting | $93,619 |
CROWE LLP2+ years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $64,000 |
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 | $217,497 | $329,111-33.9% | $88,497+145.8% | $329,111-33.9% |
| Participation rate | 94.9% | 67.9%+27.0pp | 82.4%+12.5pp | 67.9%+27.0pp |
| Annual return | 12.37% | 16.35%-4.0pp | 7.63%+4.7pp | 16.35%-4.0pp |
| Employer contribution / active EE | $232 | $2,303-89.9% | $4,036-94.2% | $2,303-89.9% |
| Participant deferral / active EE | $9,164 | $3,682+148.9% | $4,899+87.0% | $3,682+148.9% |
| Admin fee / account holder | $226 | $754-70.0% | $6,220-96.4% | $754-70.0% |