Filed March 31, 2008 (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 |
|---|---|---|
STATE STREET GLOBAL ADVISORS8+ years Service code 18 · EIN 04-2456637 | Investment management fees paid indir... | $1,558,065 |
FID INV INST OPS CO8+ years Service code 50 · EIN 04-2647786 | Direct Payment | $559,698 |
MERCER8+ years Service code 11 · EIN 13-2834414 | Actuarial | $189,009 |
ERNST & YOUNG LLP8+ years Filed as: ERNST & YOUNG, LLP Service code 10 · EIN 34-6565596 | Accounting | $67,500 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | $2,278,297-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 5.6%-5.6pp | 1.5%-1.5pp |
| Annual return | -17.33% | 23.41%-40.7pp | 111.29%-128.6pp | 23.41%-40.7pp |
| Employer contribution / active EE | $0 | $12,650-100.0% | $46,003-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $62-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $0 | $14,884-100.0% |