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 ENGINES3 years Filed as: EDELMAN FINANCIAL ENGINES,INC Service code 27 · EIN 94-3250323 | Advisory (Plan) | $4,672,128 |
BLACKROCK2 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 33 | Securities brokerage | $2,507,831 |
FID INV INST OPS CO2 years Service code 15 · EIN 04-2647786 | Recordkeeping | $2,068,220 |
BLACKROCK2 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $1,819,006 |
FID INV INST OPS CO2 years Filed as: FID MGMT TRUST CO Service code 28 · EIN 04-2723880 | Investment Management | $219,496 |
ERNST & YOUNG LLP2 years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $137,000 |
RUSSELL TRUST COMPANY3 years Filed as: RUSSELL IMPLEMENTATION SERVICES Service code 28 · EIN 81-1706025 | Investment Management | $105,489 |
M. LAUDERDALE3 years Service code 35 · EIN 13-1299890 | Employee (plan sponsor); Direct payme... | $77,232 |
J. MUSE2 years Service code 35 · EIN 13-1299890 | Employee (plan sponsor); Direct payme... | $73,653 |
J. CARRIER2 years Service code 35 · EIN 13-1299890 | Employee (plan sponsor); Direct payme... | $43,772 |
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 | $370,468 | $185,545+99.7% | $90,767+308.2% | $89,433+314.2% |
| Participation rate | 99.5% | 85.0%+14.4pp | 75.7%+23.8pp | 71.3%+28.2pp |
| Annual return | -14.15% | -13.56%-0.6pp | -12.16%-2.0pp | -11.88%-2.3pp |
| Employer contribution / active EE | $14,708 | $7,210+104.0% | $2,922+403.3% | $3,021+386.9% |
| Participant deferral / active EE | $16,065 | $9,550+68.2% | $4,565+251.9% | $5,125+213.5% |
| Admin fee / account holder | $317 | $100+216.7% | $8,445-96.2% | $79+299.4% |