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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $226,356 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BNY MELLON ASSET SERVICING Service code 21 · EIN 13-5160382 | Bank Trustee | $53,696 |
MERCER1+ years Service code 16 · EIN 13-2834414 | Consulting | $36,067 |
AON CONSULTING1+ years Filed as: AON RISK SERVICES, INC. Service code 49 200 E RANDOLPH STREET · CHICAGO, IL 60601 | Other Services | $20,617 |
MOSS ADAMS LLP1+ years Service code 10 · EIN 91-0189318 | Accounting | $18,500 |
KILPATRICK TOWNSEND1+ years Service code 29 · EIN 58-0511774 | Legal | $16,878 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $142,314 | $86,791+64.0% | $115,038+23.7% | $59,188+140.4% |
| Participation rate | 95.2% | 72.8%+22.4pp | 81.4%+13.9pp | 69.4%+25.8pp |
| Annual return | 1.72% | 4.44%-2.7pp | 26.14%-24.4pp | 5.51%-3.8pp |
| Employer contribution / active EE | $10,140 | $2,950+243.8% | $4,608+120.1% | $2,098+383.3% |
| Participant deferral / active EE | $10,663 | $5,298+101.3% | $6,026+76.9% | $3,265+226.6% |
| Admin fee / account holder | $89 | $95-6.6% | $8,175-98.9% | $92-3.8% |