Filed September 9, 2010
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 |
|---|---|---|
Filed as: FIDELITY INV INST OPS Service code 37 · EIN 04-2647786 | Loan Processing | $415,715 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST CO. Service code 27 · EIN 36-1561860 | Advisory (Plan) | $86,862 |
FORVIS, LLP1 year Filed as: FORVIS MAZARS, LLP Service code 10 · EIN 44-0160260 | Accounting | $47,775 |
LCG ASSOCIATES, INC.2 years Filed as: LCG ASSOCIATES Service code 16 · EIN 72-0734507 | Consulting | $26,929 |
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 | $78,515 | $84,149-6.7% | $130,070-39.6% | $103,657-24.3% |
| Participation rate | 86.8% | 81.0%+5.8pp | 78.5%+8.3pp | 73.4%+13.5pp |
| Annual return | 15.44% | 25.45%-10.0pp | -137.40%+152.8pp | 33.13%-17.7pp |
| Employer contribution / active EE | $1,907 | $2,687-29.0% | $4,322-55.9% | $3,216-40.7% |
| Participant deferral / active EE | $4,582 | $5,201-11.9% | $5,821-21.3% | $5,218-12.2% |
| Admin fee / account holder | $73 | $75-2.5% | $10,600-99.3% | $114-35.8% |