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 INC9+ years Filed as: T ROWE PRICE Service code 28 100 EAST PRATT ST · BALTIMORE, MD 21202 | Investment Management | $1,227,162 |
Service code 13 · EIN 04-2647786 | Contract Administrator | $952,231 |
JACKSON SQUARE PARTNERS9+ years Filed as: JACKSON SQUARE Service code 28 ONE LETTERMAN DRIVE · SAN FRANCISCO, CA 94129 | Investment Management | $615,067 |
Filed as: ROCATON INVESTMENT ADVISORS LLC Service code 16 · EIN 04-3638035 | Consulting | $281,802 |
BLACKROCK3 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 28 400 HOWARD STREET · SAN FRANCISCO, CA 94105 | Investment Management | $242,904 |
NEXTERA ENERGY, INC.9+ years Service code 10 · EIN 59-2449419 | Accounting | $235,550 |
CROWE LLP6 years Service code 10 · EIN 35-0921680 | Accounting | $85,059 |
NEPC, LLC1 year Service code 16 · EIN 26-1429809 | Consulting | $31,250 |
SMARTPATH, INC.6 years Service code 16 · EIN 37-1851490 | Consulting | $11,750 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $230,018 | $96,393+138.6% | $112,504+104.5% | $96,393+138.6% |
| Participation rate | 97.5% | 71.3%+26.2pp | 80.6%+16.9pp | 71.3%+26.2pp |
| Annual return | -1.25% | 22.88%-24.1pp | 34.13%-35.4pp | 22.88%-24.1pp |
| Employer contribution / active EE | $4,672 | $3,239+44.3% | $4,571+2.2% | $3,239+44.3% |
| Participant deferral / active EE | $11,984 | $5,455+119.7% | $6,522+83.8% | $5,455+119.7% |
| Admin fee / account holder | $197 | $74+166.4% | $7,048-97.2% | $74+166.4% |