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 | $107,256 |
THE BANK OF NEW YORK MELLON6+ years Filed as: BNY MELLON ASSET SERVICING Service code 21 · EIN 13-5160382 | Bank Trustee | $28,868 |
MOSS ADAMS LLP3 years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $24,400 |
MERCER6+ years Service code 27 · EIN 13-2834414 | Advisory (Plan) | $24,197 |
AON CONSULTING3 years Filed as: AON RISK SERVICES INC Service code 49 · EIN 13-3771734 | Other Services | $17,714 |
KILPATRICK TOWNSEND6+ years Service code 29 · EIN 58-0511774 | Legal | $7,676 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $257,418 | $127,481+101.9% | $149,751+71.9% | $90,274+185.2% |
| Participation rate | 86.9% | 78.2%+8.7pp | 82.5%+4.5pp | 73.4%+13.6pp |
| Annual return | 14.09% | 57.78%-43.7pp | 276.71%-262.6pp | 53.97%-39.9pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $4,646-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $13,510 | $6,975+93.7% | $6,843+97.4% | $4,231+219.3% |
| Admin fee / account holder | $101 | $152-33.7% | $9,312-98.9% | $114-11.8% |