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 | $137,375 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BNY MELLON ASSET SERVICING Service code 21 · EIN 13-5160382 | Bank Trustee | $33,929 |
MERCER3+ years Service code 16 · EIN 13-2834414 | Consulting | $20,893 |
MOSS ADAMS LLP3+ years Service code 10 · EIN 91-0189318 | Accounting | $18,000 |
KILPATRICK TOWNSEND3+ years Service code 29 · EIN 58-0511774 | Legal | $15,294 |
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 | $172,370 | $96,458+78.7% | $136,298+26.5% | $77,958+121.1% |
| Participation rate | 85.5% | 75.4%+10.1pp | 81.9%+3.6pp | 71.6%+13.8pp |
| Annual return | 19.30% | 23.78%-4.5pp | 5156.27%-5137.0pp | 20.87%-1.6pp |
| Employer contribution / active EE | $0 | $3,144-100.0% | $4,696-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $11,211 | $5,902+89.9% | $6,247+79.5% | $3,537+217.0% |
| Admin fee / account holder | $92 | $80+14.0% | $9,244-99.0% | $97-5.9% |