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 | $273,832 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BNY MELLON ASSET SERVICING Service code 21 · EIN 13-5160382 | Bank Trustee | $90,915 |
AON CONSULTING1 year Filed as: AON RISK SERCVICES INC Service code 49 · EIN 95-3252415 | Other Services | $63,046 |
MERCER4+ years Service code 16 · EIN 13-2834414 | Consulting | $44,718 |
KILPATRICK TOWNSEND4+ years Service code 29 · EIN 58-0511774 | Legal | $21,209 |
MOSS ADAMS LLP4+ years Service code 10 · EIN 91-0189318 | Accounting | $20,500 |
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 | $149,005 | $88,874+67.7% | $123,553+20.6% | $75,289+97.9% |
| Participation rate | 97.9% | 75.9%+22.1pp | 82.3%+15.6pp | 72.4%+25.5pp |
| Annual return | -3.77% | 4.22%-8.0pp | 119.21%-123.0pp | -0.04%-3.7pp |
| Employer contribution / active EE | $10,734 | $3,256+229.7% | $4,628+131.9% | $2,405+346.3% |
| Participant deferral / active EE | $11,229 | $6,174+81.9% | $6,426+74.8% | $3,739+200.4% |
| Admin fee / account holder | $89 | $95-5.5% | $9,284-99.0% | $102-12.7% |