Filed March 22, 2012 (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.
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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES1+ years Filed as: FINANCIAL ENGINES, INC. Service code 26 · EIN 94-3250323 | Advisory (Participants) | $1,265,509 |
HEWITT ASSOCIATES LLC1+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $1,075,285 |
STATE STREET GLOBAL ADVISORS1+ years Service code 19 · EIN 04-1867445 | Securities Custodian | $580,147 |
INVESCO1+ years Filed as: INVESCO ADVISORS INC. Service code 28 · EIN 58-1707262 | Investment Management | $473,908 |
NORTHERN TRUST COMPANY1+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $347,996 |
NORTHERN TRUST COMPANY1+ years Filed as: NORTHERN TRUST INVESTMENTS INC Service code 28 · EIN 45-6138589 | Investment Management | $338,561 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 16 · EIN 53-0181291 | Consulting | $206,058 |
ALLSTATE INSURANCE COMPANY1+ years Service code 14 · EIN 36-0719665 | Plan Administrator | $141,099 |
DELOITTE & TOUCHE LLP1+ years Service code 10 · EIN 13-5133500 | Accounting | $114,974 |
QDRO CONSULTANTS COMPANY, LLC1+ years Filed as: QDRO CONSULTANTS Service code 16 · EIN 34-1820650 | Consulting | $18,550 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,666 | $69,651+53.1% | $105,218+1.4% | $69,651+53.1% |
| Participation rate | 87.3% | 66.6%+20.8pp | 77.2%+10.1pp | 66.6%+20.8pp |
| Annual return | -2.67% | 53.77%-56.4pp | 5.33%-8.0pp | 53.77%-56.4pp |
| Employer contribution / active EE | $238 | $2,241-89.4% | $3,255-92.7% | $2,241-89.4% |
| Participant deferral / active EE | $5,503 | $3,635+51.4% | $4,867+13.1% | $3,635+51.4% |
| Admin fee / account holder | $110 | $63+73.3% | $6,992-98.4% | $63+73.3% |