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.
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC10+ years Filed as: T ROWE PRICE Service code 28 100 EAST PRATT ST · BALTIMORE, MD 21202 | Investment Management | $1,737,518 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 13 · EIN 04-2647786 | Contract Administrator | $782,208 |
NEXTERA ENERGY, INC.10+ years Service code 10 · EIN 59-2449419 | Accounting | $270,912 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST CO NA Service code 28 400 HOWARD STREET · SAN FRANCISCO, CA 94105 | Investment Management | $253,797 |
NEPC, LLC2 years Service code 16 · EIN 26-1429809 | Consulting | $126,368 |
CROWE LLP7 years Service code 10 · EIN 35-0921680 | Accounting | $88,835 |
JACKSON SQUARE PARTNERS10+ years Filed as: JACKSON SQUARE Service code 28 ONE LETTERMAN DRIVE · SAN FRANCISCO, CA 94129 | Investment Management | $11,448 |
SMARTPATH, INC.7 years Service code 16 · EIN 37-1851490 | Consulting | $10,375 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $253,507 | $106,382+138.3% | $103,476+145.0% | $106,382+138.3% |
| Participation rate | 97.3% | 69.9%+27.4pp | 80.5%+16.8pp | 69.9%+27.4pp |
| Annual return | 16.98% | 17.37%-0.4pp | 23.90%-6.9pp | 17.37%-0.4pp |
| Employer contribution / active EE | $4,963 | $3,364+47.6% | $4,672+6.2% | $3,364+47.6% |
| Participant deferral / active EE | $12,649 | $5,569+127.1% | $6,623+91.0% | $5,569+127.1% |
| Admin fee / account holder | $173 | $79+118.6% | $9,413-98.2% | $79+118.6% |