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 | $326,218 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BNY MELLON ASSET SERVICING Service code 21 · EIN 13-5160382 | Bank Trustee | $96,577 |
MERCER5+ years Service code 16 · EIN 13-2834414 | Consulting | $48,455 |
AON CONSULTING1 year Filed as: AON RISK SERVICE INC Service code 49 · EIN 95-3252415 | Other Services | $35,809 |
KILPATRICK TOWNSEND5+ years Service code 29 · EIN 58-0511774 | Legal | $31,010 |
MOSS ADAMS LLP5+ years Service code 10 · EIN 91-0189318 | Accounting | $21,525 |
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 | $172,909 | $95,048+81.9% | $141,200+22.5% | $82,204+110.3% |
| Participation rate | 98.0% | 73.7%+24.3pp | 82.5%+15.6pp | 73.4%+24.6pp |
| Annual return | 23.70% | 26.89%-3.2pp | 71.41%-47.7pp | 26.31%-2.6pp |
| Employer contribution / active EE | $10,921 | $2,921+273.9% | $4,736+130.6% | $2,707+303.4% |
| Participant deferral / active EE | $11,416 | $5,907+93.3% | $6,710+70.1% | $4,246+168.9% |
| Admin fee / account holder | $81 | $78+4.0% | $10,265-99.2% | $76+6.9% |