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); Recordkeeping fee... | $1,281,631 |
T ROWE PRICE RPS INC6+ years Filed as: T ROWE PRICE Service code 28 100 EAST PRATT ST · BALTIMORE, MD 21202 | Investment Management | $1,254,473 |
JACKSON SQUARE PARTNERS6+ years Filed as: JACKSON SQUARE Service code 28 101 CALIFORNIA STREET SUITE 3750 · SAN FRANCISCO, CA 94111 | Investment Management | $1,207,710 |
NEXTERA ENERGY, INC.6+ years Service code 10 · EIN 59-2499419 | Accounting | $143,403 |
Filed as: ROCATON INVESTMENT ADVISORS LLC Service code 16 · EIN 04-3638035 | Consulting | $108,257 |
CROWE LLP3 years Service code 10 · EIN 35-0921680 | Accounting | $73,901 |
SMARTPATH, INC.3 years Service code 16 · EIN 37-1851490 | Consulting | $7,188 |
CURCIO WEBB2 years Service code 16 · EIN 36-4171366 | Consulting | $5,934 |
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 | $330,244 | $106,273+210.8% | $112,977+192.3% | $106,273+210.8% |
| Participation rate | 97.7% | 70.8%+26.9pp | 82.6%+15.1pp | 70.8%+26.9pp |
| Annual return | 23.08% | 21.70%+1.4pp | 24.24%-1.2pp | 21.70%+1.4pp |
| Employer contribution / active EE | $0 | $2,722-100.0% | $4,255-100.0% | $2,722-100.0% |
| Participant deferral / active EE | $11,589 | $4,601+151.9% | $5,836+98.6% | $4,601+151.9% |
| Admin fee / account holder | $256 | $78+227.0% | $6,294-95.9% | $78+227.0% |