Filed November 1, 2001 (most recent of 3 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 |
|---|---|---|
Service code 15 353 SACRAMENTO STREET · SAN FRANCISCO, CA 94111 | Recordkeeping | $544,814 |
Filed as: FIDELITY TRUST COMPANY Service code 15 · EIN 04-3275867 | Recordkeeping | $289,378 |
BLACKROCK2+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 28 · EIN 94-3112180 | Investment Management | $98,421 |
401(K) ADVISORS INC2+ years Filed as: 401(K) ADVISORS Service code 27 · EIN 33-0905143 | Advisory (Plan) | $63,750 |
DELOITTE & TOUCHE LLP1 year Service code 10 · EIN 13-3891517 | Accounting | $55,380 |
AON CONSULTING2+ years Filed as: AON HEWITT Service code 11 · EIN 36-2235791 | Actuarial | $54,424 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $32,521 |
DORSEY & WHITNEY LLP1 year Service code 29 701 5TH AVENUE · SEATTLE, WA 98104 | Legal | $11,548 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $57,821-100.0% | $139,743-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 5.5%-5.5pp | 22.6%-22.6pp | 5.5%-5.5pp |
| Annual return | 7.23% | 5.86%+1.4pp | 4.96%+2.3pp | 5.86%+1.4pp |
| Employer contribution / active EE | $2,187 | $10,137-78.4% | $29,749-92.6% | $10,137-78.4% |
| Participant deferral / active EE | $0 | $492-100.0% | $26-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $387-100.0% | $3,369-100.0% | $387-100.0% |