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 | $443,338 |
THE BANK OF NEW YORK MELLON9+ years Filed as: BNY MELLON ASSET SERVICING Service code 21 · EIN 13-5160382 | Bank Trustee | $91,419 |
MERCER9+ years Service code 16 · EIN 13-2834414 | Consulting | $64,509 |
AON CONSULTING4 years Filed as: AON RISK SERVICES INC Service code 49 · EIN 13-3771734 | Other Services | $61,115 |
MOSS ADAMS LLP9+ years Service code 10 · EIN 91-0189318 | Accounting | $32,000 |
ALSTON & BIRD LLP3 years Filed as: ALSTON & BIRD Service code 29 · EIN 58-0137615 | Legal | $13,038 |
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 | $197,100 | $121,599+62.1% | $135,998+44.9% | $103,657+90.1% |
| Participation rate | 98.9% | 76.2%+22.7pp | 81.9%+17.0pp | 73.4%+25.6pp |
| Annual return | 20.27% | 26.09%-5.8pp | 68.37%-48.1pp | 33.13%-12.9pp |
| Employer contribution / active EE | $13,210 | $4,627+185.5% | $4,860+171.8% | $3,216+310.8% |
| Participant deferral / active EE | $14,166 | $7,782+82.0% | $7,761+82.5% | $5,218+171.5% |
| Admin fee / account holder | $77 | $76+1.3% | $10,769-99.3% | $114-32.8% |