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 ADVISORS3+ years Service code 51 · EIN 81-4017137 | Investment Mgmt Fees | $1,050,961 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $247,917 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $211,177 |
ERNST & YOUNG LLP1 year Service code 10 · EIN 34-6565596 | Accounting | $87,355 |
EVERCORE TRUST COMPANY1 year Filed as: EVERCORE TRUST COMPANY, N.A. Service code 16 · EIN 26-4691954 | Consulting | $31,250 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,531 | $80,976+101.9% | $115,752+41.3% | $80,976+101.9% |
| Participation rate | 94.3% | 68.3%+26.0pp | 77.8%+16.5pp | 68.3%+26.0pp |
| Annual return | 19.59% | 22.91%-3.3pp | 19.41%+0.2pp | 22.91%-3.3pp |
| Employer contribution / active EE | $4,340 | $2,402+80.7% | $3,492+24.3% | $2,402+80.7% |
| Participant deferral / active EE | $7,974 | $3,848+107.2% | $5,204+53.2% | $3,848+107.2% |
| Admin fee / account holder | $131 | $67+94.2% | $6,278-97.9% | $67+94.2% |