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 ADVISORS9+ years Service code 25 · EIN 81-4017137 | Directed Trustee | $1,231,580 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $625,059 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $312,572 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT TRUST COMPANY Service code 28 · EIN 27-4411131 | Investment Management | $93,750 |
ERNST & YOUNG LLP3 years Filed as: ERNST & YOUNG US LLP Service code 10 · EIN 34-6565596 | Accounting | $67,500 |
ROPES & GRAY LLP2 years Filed as: ROPES AND GRAY LLP Service code 29 · EIN 04-2233412 | Legal | $28,474 |
WILLIS TOWERS WATSON US LLC3 years Service code 16 · EIN 53-0181291 | Consulting | $7,012 |
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 | $268,559 | $96,393+178.6% | $130,298+106.1% | $96,393+178.6% |
| Participation rate | 95.0% | 71.3%+23.8pp | 76.3%+18.8pp | 71.3%+23.8pp |
| Annual return | 20.43% | 22.88%-2.4pp | 38.90%-18.5pp | 22.88%-2.4pp |
| Employer contribution / active EE | $7,527 | $3,239+132.4% | $4,128+82.3% | $3,239+132.4% |
| Participant deferral / active EE | $12,746 | $5,455+133.7% | $6,790+87.7% | $5,455+133.7% |
| Admin fee / account holder | $107 | $74+45.2% | $6,025-98.2% | $74+45.2% |