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 | $123,614 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BNY MELLON ASSET SERVICING Service code 21 · EIN 13-5160382 | Bank Trustee | $39,298 |
AON CONSULTING1 year Filed as: AON RISK SERVICES INC Service code 49 · EIN 95-3252415 | Other Services | $28,065 |
MERCER4+ years Service code 16 · EIN 13-2834414 | Consulting | $19,682 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $18,500 |
KILPATRICK TOWNSEND1 year Filed as: KILPATRICK/TOWNSEND Service code 29 · EIN 58-0511774 | Legal | $9,169 |
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 | $171,177 | $88,874+92.6% | $123,553+38.5% | $75,289+127.4% |
| Participation rate | 86.0% | 75.9%+10.1pp | 82.3%+3.7pp | 72.4%+13.5pp |
| Annual return | -4.82% | 4.22%-9.0pp | 119.21%-124.0pp | -0.04%-4.8pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $4,628-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $12,323 | $6,174+99.6% | $6,426+91.8% | $3,739+229.6% |
| Admin fee / account holder | $109 | $95+15.5% | $9,284-98.8% | $102+6.7% |