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 | $372,456 |
THE BANK OF NEW YORK MELLON6+ years Filed as: BNY MELLON ASSET SERVICING Service code 21 · EIN 13-5160382 | Bank Trustee | $93,446 |
MERCER6+ years Service code 16 · EIN 13-2834414 | Consulting | $76,884 |
AON CONSULTING1 year Filed as: AON RISK SERVICES INC Service code 49 · EIN 13-3771734 | Other Services | $46,998 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS LP Service code 10 · EIN 91-0189318 | Accounting | $26,600 |
KILPATRICK TOWNSEND6+ years Service code 29 · EIN 58-0511774 | Legal | $25,126 |
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 | $192,159 | $108,759+76.7% | $149,751+28.3% | $93,223+106.1% |
| Participation rate | 92.6% | 70.7%+21.9pp | 82.5%+10.1pp | 74.9%+17.7pp |
| Annual return | 16.62% | 19.53%-2.9pp | 276.71%-260.1pp | 19.29%-2.7pp |
| Employer contribution / active EE | $10,601 | $2,777+281.7% | $4,646+128.2% | $2,680+295.6% |
| Participant deferral / active EE | $11,245 | $6,149+82.9% | $6,843+64.3% | $4,563+146.4% |
| Admin fee / account holder | $83 | $81+2.3% | $9,312-99.1% | $79+4.3% |