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 |
|---|---|---|
T ROWE PRICE RPS INC4+ years Filed as: T ROWE PRICE Service code 28 100 EAST PRATT ST · BALTIMORE, MD 21202 | Investment Management | $1,090,394 |
Service code 12 · EIN 04-2647786 | Recordkeeping fees; Claims processing... | $1,084,251 |
JACKSON SQUARE PARTNERS4+ years Filed as: JACKSON SQUARE Service code 28 101 CALIFORNIA STREET SUITE 3750 · SAN FRANCISCO, CA 94111 | Investment Management | $930,081 |
Filed as: ROCATON INVESTMENT ADVISORS LLC Service code 16 · EIN 04-3638035 | Consulting | $141,539 |
NEXTERA ENERGY, INC.4+ years Service code 10 · EIN 59-2499419 | Accounting | $116,017 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $70,331 |
SMARTPATH, INC.1 year Service code 16 · EIN 37-1851490 | Consulting | $24,996 |
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 | $243,699 | $73,367+232.2% | $90,782+168.4% | $73,367+232.2% |
| Participation rate | 96.2% | 69.5%+26.7pp | 82.7%+13.5pp | 69.5%+26.7pp |
| Annual return | 4.80% | 173.45%-168.7pp | -3.42%+8.2pp | 173.45%-168.7pp |
| Employer contribution / active EE | $0 | $2,499-100.0% | $4,105-100.0% | $2,499-100.0% |
| Participant deferral / active EE | $10,282 | $4,033+155.0% | $5,366+91.6% | $4,033+155.0% |
| Admin fee / account holder | $238 | $68+248.4% | $5,908-96.0% | $68+248.4% |