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 INC8+ years Filed as: T ROWE PRICE Service code 28 100 EAST PRATT ST · BALTIMORE, MD 21202 | Investment Management | $1,201,205 |
Service code 13 · EIN 04-2647786 | Contract Administrator | $1,116,827 |
JACKSON SQUARE PARTNERS8+ years Filed as: JACKSON SQUARE Service code 28 ONE LETTERMAN DRIVE · SAN FRANCISCO, CA 94129 | Investment Management | $797,556 |
BLACKROCK2 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 28 400 HOWARD STREET · SAN FRANCISCO, CA 94105 | Investment Management | $260,734 |
NEXTERA ENERGY, INC.8+ years Service code 10 · EIN 59-2449419 | Accounting | $184,088 |
Filed as: ROCATON INVESTMENT ADVISORS LLC Service code 16 · EIN 04-3638035 | Consulting | $115,059 |
CROWE LLP5 years Service code 10 · EIN 35-0921680 | Accounting | $82,665 |
SMARTPATH, INC.5 years Service code 16 · EIN 37-1851490 | Consulting | $7,500 |
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 | $267,767 | $89,433+199.4% | $93,765+185.6% | $89,433+199.4% |
| Participation rate | 95.9% | 71.3%+24.6pp | 81.0%+14.9pp | 71.3%+24.6pp |
| Annual return | -12.43% | -11.88%-0.5pp | -11.32%-1.1pp | -11.88%-0.5pp |
| Employer contribution / active EE | $0 | $3,021-100.0% | $4,327-100.0% | $3,021-100.0% |
| Participant deferral / active EE | $12,036 | $5,125+134.9% | $6,099+97.3% | $5,125+134.9% |
| Admin fee / account holder | $222 | $79+180.1% | $7,184-96.9% | $79+180.1% |