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 | $152,882 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BNY MELLON ASSET SERVICING Service code 21 · EIN 13-5160382 | Bank Trustee | $37,121 |
MERCER1+ years Service code 16 · EIN 13-2834414 | Consulting | $25,806 |
MOSS ADAMS LLP1+ years Service code 10 · EIN 91-0189318 | Accounting | $17,000 |
KILPATRICK TOWNSEND1+ years Service code 29 · EIN 58-0511774 | Legal | $11,971 |
AON CONSULTING1+ years Filed as: AON RISK SERVICES, INC. Service code 49 200 E RANDOLPH STREET · CHICAGO, IL 60601 | Other Services | $10,606 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $122,066 | $86,791+40.6% | $115,038+6.1% | $59,188+106.2% |
| Participation rate | 84.0% | 72.8%+11.2pp | 81.4%+2.6pp | 69.4%+14.6pp |
| Annual return | 1.21% | 4.44%-3.2pp | 26.14%-24.9pp | 5.51%-4.3pp |
| Employer contribution / active EE | $0 | $2,950-100.0% | $4,608-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $10,147 | $5,298+91.5% | $6,026+68.4% | $3,265+210.8% |
| Admin fee / account holder | $102 | $95+7.1% | $8,175-98.8% | $92+10.3% |