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 | $373,673 |
THE BANK OF NEW YORK MELLON7+ years Filed as: BNY MELLON ASSET SERVICING Service code 21 · EIN 13-5160382 | Bank Trustee | $89,176 |
MERCER7+ years Service code 16 · EIN 13-2834414 | Consulting | $54,933 |
AON CONSULTING2 years Filed as: AON RISK SERVICES INC Service code 49 · EIN 13-3771734 | Other Services | $44,144 |
MOSS ADAMS LLP2 years Filed as: MOSS ADAMS LP Service code 10 · EIN 91-0189318 | Accounting | $23,730 |
ALSTON & BIRD LLP1 year Filed as: ALSTON & BIRD Service code 29 · EIN 58-0137615 | Legal | $22,631 |
CURCIO WEBB1 year Service code 16 · EIN 36-4171366 | Consulting | $5,672 |
KILPATRICK TOWNSEND7+ years Service code 29 · EIN 58-0511774 | Legal | $1,375 |
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 | $217,303 | $114,842+89.2% | $159,495+36.2% | $101,555+114.0% |
| Participation rate | 94.5% | 71.6%+22.9pp | 82.8%+11.7pp | 74.5%+20.0pp |
| Annual return | 15.99% | 22.90%-6.9pp | 263.72%-247.7pp | 21.00%-5.0pp |
| Employer contribution / active EE | $11,879 | $3,203+270.8% | $4,831+145.9% | $2,972+299.7% |
| Participant deferral / active EE | $12,935 | $6,336+104.1% | $7,354+75.9% | $4,874+165.4% |
| Admin fee / account holder | $74 | $80-8.0% | $10,804-99.3% | $139-47.0% |