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 | $84,996 |
MOSS ADAMS LLP6 years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $28,000 |
THE BANK OF NEW YORK MELLON9+ years Filed as: BNY MELLON ASSET SERVICING Service code 21 · EIN 13-5160382 | Bank Trustee | $18,614 |
AON CONSULTING1 year Filed as: AON RISK SERVICING INS Service code 49 · EIN 13-3771734 | Other Services | $17,725 |
MERCER9+ years Service code 16 · EIN 13-2834414 | Consulting | $13,190 |
ALSTON & BIRD LLP3 years Filed as: ALSTON & BIRD Service code 29 · EIN 58-0137615 | Legal | $3,601 |
Employer contribution per participant 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 | $319,841 | $107,415+197.8% | $135,998+135.2% | $80,187+298.9% |
| Participation rate | 86.9% | 78.0%+8.8pp | 81.9%+4.9pp | 72.9%+13.9pp |
| Annual return | 17.78% | 91.99%-74.2pp | 68.37%-50.6pp | 40.40%-22.6pp |
| Employer contribution / active EE | $0 | $3,878-100.0% | $4,860-100.0% | $2,980-100.0% |
| Participant deferral / active EE | $16,795 | $8,189+105.1% | $7,761+116.4% | $5,016+234.8% |
| Admin fee / account holder | $103 | $127-19.0% | $10,769-99.0% | $145-29.0% |