Filed October 8, 2007
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.
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| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Service code 27 · EIN 13-2843441 | Advisory (Plan) | $96,303 |
BDO USA, LLP1+ years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $32,667 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN LEWIS & BOCKIUS, LLP Service code 29 · EIN 23-0891050 | Legal | $11,896 |
T ROWE PRICE RPS INC1+ years Filed as: T. ROWE PRICE Service code 15 · EIN 52-1714114 | Recordkeeping | $5,812 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $101,063 | $80,211+26.0% | $74,184+36.2% | $63,975+58.0% |
| Participation rate | 83.4% | 84.2%-0.8pp | 76.6%+6.8pp | 71.1%+12.2pp |
| Annual return | -5.88% | 14.13%-20.0pp | 17.74%-23.6pp | 48.65%-54.5pp |
| Employer contribution / active EE | $4,425 | $2,553+73.3% | $2,370+86.7% | $2,182+102.8% |
| Participant deferral / active EE | $4,666 | $4,370+6.8% | $3,550+31.5% | $3,356+39.0% |
| Admin fee / account holder | $48 | $67-29.2% | $5,586-99.1% | $70-32.4% |