Filed May 15, 2013 (most recent of 6 filings on file)
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 |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $967,041 |
T ROWE PRICE RPS INC1+ years Filed as: T. ROWE PRICE Service code 70 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Consulting Fees | $407,506 |
FRONTIER CAPITAL MANAGEMENT1+ years Filed as: FRONTIER CAPITAL MANAGEMENT CO. Service code 70 99 SUMMER STREET · BOSTON, MA 02110 | Consulting Fees | $386,561 |
ANGELES INVESTMENT ADVISORS, LLC1+ years Service code 27 · EIN 95-4839031 | Advisory (Plan) | $259,950 |
MCDERMOTT WILL & EMERY LLP1+ years Service code 29 · EIN 36-1453176 | Legal | $94,023 |
RSM US LLP1+ years Service code 10 · EIN 42-0714325 | Accounting | $72,000 |
GIBSON CAPITAL, LLC1+ years Filed as: GIBSON, DUNN, & CRUTCHER, LLP Service code 29 · EIN 95-1611234 | Legal | $43,902 |
APPLEONE EMPLOYMENT SERVICES1+ years Service code 14 · EIN 95-2580864 | Plan Administrator | $20,027 |
MERCER1+ years Filed as: MERCER INVESTMENT CONSULTING INC Service code 14 P.O. BOX 100260 · PASADENA, CA 911890260 | Plan Administrator | $17,573 |
AECOM USA INC.1+ years Filed as: AECOM Service code 16 · EIN 61-1088522 | Consulting | $17,488 |
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 | $142,850 | $65,877+116.8% | $115,038+24.2% | $69,651+105.1% |
| Participation rate | 75.3% | 58.1%+17.2pp | 81.4%-6.0pp | 66.6%+8.8pp |
| Annual return | 0.33% | 6.03%-5.7pp | 26.14%-25.8pp | 53.77%-53.4pp |
| Employer contribution / active EE | $2,246 | $1,712+31.1% | $4,608-51.3% | $2,241+0.2% |
| Participant deferral / active EE | $7,800 | $4,216+85.0% | $6,026+29.4% | $3,635+114.6% |
| Admin fee / account holder | $156 | $77+102.5% | $8,175-98.1% | $63+147.5% |