Filed May 21, 2012 (most recent of 4 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 |
|---|---|---|
FINANCIAL ENGINES2 years Filed as: EDELMAN FINANCIAL ENGINES,INC Service code 27 · EIN 94-3250323 | Advisory (Plan) | $5,649,116 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 33 | Securities brokerage | $2,870,732 |
FID INV INST OPS CO1 year Service code 15 · EIN 04-2647786 | Recordkeeping | $2,257,294 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $2,230,067 |
FID INV INST OPS CO1 year Filed as: FID MGMT TRUST CO Service code 28 · EIN 04-2723880 | Investment Management | $292,761 |
ERNST & YOUNG LLP1 year Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $137,000 |
RUSSELL TRUST COMPANY2 years Filed as: RUSSELL IMPLEMENTATION SERVICES Service code 28 · EIN 81-1706025 | Investment Management | $127,893 |
J. MUSE1 year Service code 35 · EIN 13-1299890 | Employee (plan sponsor); Direct payme... | $93,033 |
M. LAUDERDALE2 years Service code 35 · EIN 13-1299890 | Direct payment from the plan; Employe... | $71,686 |
J. CARRIER1 year Service code 35 · EIN 13-1299890 | Employee (plan sponsor); Direct payme... | $46,964 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $442,396 | $239,209+84.9% | $106,554+315.2% | $106,520+315.3% |
| Participation rate | 99.6% | 89.6%+10.0pp | 76.1%+23.4pp | 71.3%+28.2pp |
| Annual return | 12.62% | 17.49%-4.9pp | 26.80%-14.2pp | 19.28%-6.7pp |
| Employer contribution / active EE | $12,618 | $6,641+90.0% | $2,819+347.6% | $2,840+344.2% |
| Participant deferral / active EE | $16,597 | $9,673+71.6% | $4,398+277.3% | $4,948+235.4% |
| Admin fee / account holder | $363 | $95+282.4% | $7,408-95.1% | $75+387.5% |