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 | Participant loan processing; Contract... | $1,178,024 |
T ROWE PRICE RPS INC3+ years Filed as: T ROWE PRICE Service code 28 100 EAST PRATT ST · BALTIMORE, MD 21202 | Investment Management | $834,487 |
JACKSON SQUARE PARTNERS3+ years Filed as: JACKSON SQUARE Service code 28 101 CALIFORNIA STREET SUITE 3750 · SAN FRANCISCO, CA 94111 | Investment Management | $692,477 |
NEXTERA ENERGY, INC.3+ years Service code 10 · EIN 59-2499419 | Accounting | $263,249 |
Filed as: ROCATON INVESTMENT ADVISORS LLC Service code 16 · EIN 04-3638035 | Consulting | $168,750 |
CROWE LLP3+ years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $84,011 |
ENNIS HARGADON, LLC3+ years Filed as: ENNIS, KNUPP AND ASSOCIATES Service code 16 · EIN 36-3109431 | Consulting | $25,271 |
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 | $257,252 | $80,976+217.7% | $97,995+162.5% | $80,976+217.7% |
| Participation rate | 95.6% | 68.3%+27.3pp | 82.4%+13.2pp | 68.3%+27.3pp |
| Annual return | 23.90% | 22.91%+1.0pp | 23.94%0pp | 22.91%+1.0pp |
| Employer contribution / active EE | $0 | $2,402-100.0% | $4,158-100.0% | $2,402-100.0% |
| Participant deferral / active EE | $10,030 | $3,848+160.6% | $5,097+96.8% | $3,848+160.6% |
| Admin fee / account holder | $243 | $67+259.7% | $5,943-95.9% | $67+259.7% |