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 |
|---|---|---|
JACKSON SQUARE PARTNERS7+ years Filed as: JACKSON SQUARE Service code 28 ONE LETTERMAN DRIVE · SAN FRANCISCO, CA 94129 | Investment Management | $1,786,000 |
T ROWE PRICE RPS INC7+ years Filed as: T ROWE PRICE Service code 28 100 EAST PRATT ST · BALTIMORE, MD 21202 | Investment Management | $1,644,374 |
Service code 12 · EIN 04-2647786 | Recordkeeping fees; Contract Administ... | $1,099,201 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 28 400 HOWARD STREET · SAN FRANCISCO, CA 94105 | Investment Management | $177,243 |
NEXTERA ENERGY, INC.7+ years Service code 10 · EIN 59-2449419 | Accounting | $163,448 |
Filed as: ROCATON INVESTMENT ADVISORS LLC Service code 16 · EIN 04-3638035 | Consulting | $111,129 |
CROWE LLP4 years Service code 10 · EIN 35-0921680 | Accounting | $74,916 |
SMARTPATH, INC.4 years Service code 16 · EIN 37-1851490 | Consulting | $22,250 |
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 | $354,747 | $106,520+233.0% | $119,237+197.5% | $106,520+233.0% |
| Participation rate | 97.0% | 71.3%+25.7pp | 82.7%+14.3pp | 71.3%+25.7pp |
| Annual return | 17.65% | 19.28%-1.6pp | 30.70%-13.0pp | 19.28%-1.6pp |
| Employer contribution / active EE | $0 | $2,840-100.0% | $4,383-100.0% | $2,840-100.0% |
| Participant deferral / active EE | $12,083 | $4,948+144.2% | $6,112+97.7% | $4,948+144.2% |
| Admin fee / account holder | $300 | $75+302.3% | $7,229-95.9% | $75+302.3% |