Filed June 8, 2009 (most recent of 3 filings on file)
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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INSTITUIONAL Service code 60 · EIN 04-2647786 82 DEVONSHIRE STREET · BOSTON, MA 02109 | Sub-TA Fees | $788,749 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF NEW YORK Service code 26 · EIN 13-5160382 ONE WALL STREET · NEW YORK, NY 10286 | Advisory (Participants) | $324,759 |
HEWITT ASSOCIATES LLC1+ years Filed as: HEWITT ASSOCIATES, LLC Service code 11 · EIN 36-2235791 100 HALF DAY ROAD · LINCOLNSHIRE, IL 60069 | Actuarial | $321,616 |
THOMPSON HINE1+ years Filed as: THOMPSON HINE LLP Service code 29 · EIN 34-0575300 3900 KEY CENTER · CLEVELAND, OH 44114 | Legal | $9,083 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $55,783 | $47,522+17.4% | $96,302-42.1% | $47,522+17.4% |
| Participation rate | 65.5% | 9.2%+56.3pp | 8.8%+56.7pp | 9.2%+56.3pp |
| Annual return | 0.09% | -0.08%+0.2pp | -2.90%+3.0pp | -0.08%+0.2pp |
| Employer contribution / active EE | $0 | $7,991-100.0% | $27,990-100.0% | $7,991-100.0% |
| Participant deferral / active EE | $0 | $325-100.0% | $137-100.0% | $325-100.0% |
| Admin fee / account holder | $242 | $275-12.1% | $519-53.4% | $275-12.1% |