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.
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| Provider | Service type | Compensation |
|---|---|---|
STATE STREET GLOBAL ADVISORS4+ years Service code 51 · EIN 81-4017137 | Investment Mgmt Fees | $950,807 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $335,657 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $157,441 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT Service code 16 · EIN 27-4411131 | Consulting | $125,000 |
ERNST & YOUNG LLP2 years Service code 10 · EIN 34-6565596 | Accounting | $84,000 |
EVERCORE TRUST COMPANY1 year Filed as: EVERCORE TRUST COMPANY, N.A Service code 16 · EIN 26-4691954 | Consulting | $31,985 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,870 | $73,367+107.0% | $106,387+42.8% | $73,367+107.0% |
| Participation rate | 94.1% | 69.5%+24.7pp | 77.5%+16.7pp | 69.5%+24.7pp |
| Annual return | -7.69% | 173.45%-181.1pp | 0.25%-7.9pp | 173.45%-181.1pp |
| Employer contribution / active EE | $5,624 | $2,499+125.0% | $3,520+59.8% | $2,499+125.0% |
| Participant deferral / active EE | $8,925 | $4,033+121.3% | $5,421+64.6% | $4,033+121.3% |
| Admin fee / account holder | $137 | $68+100.4% | $7,510-98.2% | $68+100.4% |