Filed October 3, 2013
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 INC7+ years Filed as: T ROWE PRICE Service code 15 · EIN 51-1481931 | Recordkeeping | $147,357 |
AON CONSULTING4 years Filed as: AON HEWITT ASSOCIATES LP Service code 16 PO BOX 95135 · CHICAGO, IL 60694 | Consulting | $63,750 |
GRANT THORNTON LLP7+ years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $51,000 |
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 | $254,337 | $52,626+383.3% | $98,508+158.2% | $93,010+173.5% |
| Participation rate | 96.2% | 65.3%+30.9pp | 73.3%+22.9pp | 73.9%+22.3pp |
| Annual return | 14.48% | 16.95%-2.5pp | 1495.22%-1480.7pp | 158.70%-144.2pp |
| Employer contribution / active EE | $5,522 | $1,894+191.6% | $2,961+86.5% | $2,705+104.1% |
| Participant deferral / active EE | $13,184 | $2,907+353.5% | $4,276+208.3% | $4,561+189.1% |
| Admin fee / account holder | $75 | $102-26.7% | $5,956-98.7% | $152-50.6% |