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 ADVISORS10+ years Service code 25 · EIN 81-4017137 | Directed Trustee | $1,422,487 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $756,613 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $369,053 |
Filed as: TOWERS WATSON INVESTMENT SERVICES, Service code 16 · EIN 52-1868818 | Consulting | $174,174 |
ERNST & YOUNG LLP4 years Filed as: ERNST & YOUNG US LLP Service code 10 · EIN 34-6565596 | Accounting | $67,500 |
NEWPORT GROUP, INC.4 years Filed as: NEWPORT TRUST COMPANY Service code 28 · EIN 27-2037969 | Investment Management | $37,500 |
ROPES & GRAY LLP3 years Filed as: ROPES AND GRAY LLP Service code 29 · EIN 04-2233412 | Legal | $11,093 |
WILLIS TOWERS WATSON US LLC4 years Service code 16 · EIN 53-0181291 | Consulting | $8,845 |
Form 5500 reported that benefits due were not provided when due.
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 | $307,171 | $106,553+188.3% | $133,698+129.8% | $106,553+188.3% |
| Participation rate | 97.8% | 69.8%+27.9pp | 76.4%+21.4pp | 69.8%+27.9pp |
| Annual return | 16.93% | 17.37%-0.4pp | 580.90%-564.0pp | 17.37%-0.4pp |
| Employer contribution / active EE | $8,239 | $3,359+145.3% | $4,218+95.4% | $3,359+145.3% |
| Participant deferral / active EE | $13,603 | $5,562+144.5% | $7,016+93.9% | $5,562+144.5% |
| Admin fee / account holder | $127 | $80+59.1% | $6,703-98.1% | $80+59.1% |