Filed October 1, 2008 (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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING3+ years Filed as: AON HEWITT Service code 11 · EIN 36-2235791 | Actuarial | $297,785 |
Filed as: FIDELITY Service code 13 · EIN 04-3275867 | Contract Administrator | $250,503 |
Service code 27 601 MERRIT 7 · NORWALK, CT 06851 | Advisory (Plan) | $157,153 |
BLACKROCK3+ years Service code 21 · EIN 94-3112180 | Bank Trustee | $117,568 |
Filed as: MESA WEST CAPITAL Service code 27 11755 WILSHIRE BOULEVARD · LOS ANGELES, CA 90025 | Advisory (Plan) | $96,321 |
KPMG LLP3+ years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $25,336 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 14.92% | 13.03%+1.9pp | 10.36%+4.6pp | 23.90%-9.0pp |
| Employer contribution / active EE | $28,368 | $15,779+79.8% | $37,738-24.8% | $16,539+71.5% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |