Filed January 26, 2009
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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $483,585 |
THE BANK OF NEW YORK MELLON10+ years Filed as: BNY MELLON ASSET SERVICING Service code 21 · EIN 13-5160382 | Bank Trustee | $101,420 |
MERCER10+ years Service code 16 · EIN 13-2834414 | Consulting | $75,097 |
AON CONSULTING1 year Filed as: AON RISK INSURANCE SERVICE WEST INC Service code 49 · EIN 95-3252415 | Other Services | $70,002 |
MOSS ADAMS LLP10+ years Service code 10 · EIN 91-0189318 | Accounting | $29,500 |
ALSTON & BIRD LLP4 years Filed as: ALSTON & BIRD Service code 29 · EIN 58-0137615 | Legal | $21,320 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,383 | $120,321+92.3% | $147,117+57.3% | $99,313+133.0% |
| Participation rate | 98.0% | 73.4%+24.6pp | 82.2%+15.8pp | 71.7%+26.3pp |
| Annual return | 15.60% | 28.95%-13.4pp | 420.54%-404.9pp | 17.67%-2.1pp |
| Employer contribution / active EE | $14,698 | $4,158+253.5% | $4,932+198.0% | $3,264+350.3% |
| Participant deferral / active EE | $15,764 | $8,044+96.0% | $8,065+95.5% | $5,346+194.9% |
| Admin fee / account holder | $65 | $150-57.1% | $12,993-99.5% | $109-40.9% |