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 | $288,999 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BNY MELLON ASSET SERVICING Service code 21 · EIN 13-5160382 | Bank Trustee | $70,812 |
MERCER3+ years Service code 16 · EIN 13-2834414 | Consulting | $42,149 |
KILPATRICK TOWNSEND1 year Filed as: KILPATRICK TOWNSED Service code 29 · EIN 58-0511774 | Legal | $30,476 |
MOSS ADAMS LLP3+ years Service code 10 · EIN 91-0189318 | Accounting | $20,000 |
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 | $163,977 | $96,458+70.0% | $136,298+20.3% | $77,958+110.3% |
| Participation rate | 97.3% | 75.4%+21.9pp | 81.9%+15.3pp | 71.6%+25.6pp |
| Annual return | 20.07% | 23.78%-3.7pp | 5156.27%-5136.2pp | 20.87%-0.8pp |
| Employer contribution / active EE | $10,548 | $3,144+235.5% | $4,696+124.6% | $2,310+356.5% |
| Participant deferral / active EE | $10,847 | $5,902+83.8% | $6,247+73.6% | $3,537+206.7% |
| Admin fee / account holder | $78 | $80-2.5% | $9,244-99.2% | $97-19.4% |