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); Claims processing... | $1,166,838 |
JACKSON SQUARE PARTNERS5+ years Filed as: JACKSON SQUARE Service code 28 101 CALIFORNIA STREET SUITE 3750 · SAN FRANCISCO, CA 94111 | Investment Management | $1,098,617 |
T ROWE PRICE RPS INC5+ years Filed as: T ROWE PRICE Service code 28 100 EAST PRATT ST · BALTIMORE, MD 21202 | Investment Management | $1,058,136 |
Filed as: ROCATON INVESTMENT ADVISORS LLC Service code 16 · EIN 04-3638035 | Consulting | $143,072 |
NEXTERA ENERGY, INC.5+ years Service code 10 · EIN 59-2499419 | Accounting | $117,372 |
CROWE LLP2 years Service code 10 · EIN 35-0921680 | Accounting | $66,645 |
SMARTPATH, INC.2 years Service code 16 · EIN 37-1851490 | Consulting | $26,875 |
CURCIO WEBB1 year Service code 16 · EIN 36-4171366 | Consulting | $14,305 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $285,573 | $89,609+218.7% | $105,387+171.0% | $89,609+218.7% |
| Participation rate | 97.6% | 69.6%+28.0pp | 82.6%+15.0pp | 69.6%+28.0pp |
| Annual return | 31.01% | 33.65%-2.6pp | 26.82%+4.2pp | 33.65%-2.6pp |
| Employer contribution / active EE | $128 | $2,584-95.1% | $4,213-97.0% | $2,584-95.1% |
| Participant deferral / active EE | $10,920 | $4,222+158.6% | $5,502+98.5% | $4,222+158.6% |
| Admin fee / account holder | $237 | $72+230.9% | $6,559-96.4% | $72+230.9% |