Filed June 19, 2012 (most recent of 2 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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET BANK & TRUST CO Service code 49 · EIN 04-1867445 | Other Services | $180,180 |
NORTHERN TRUST COMPANY5+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $119,574 |
MERCER5+ years Service code 16 · EIN 13-2834414 | Consulting | $104,236 |
KPMG LLP5+ years Filed as: KPMG, LLP Service code 10 · EIN 13-5565207 | Accounting | $64,975 |
Service code 49 · EIN 13-3689044 | Other Services | $40,132 |
SRN DENTON4 years Service code 29 · EIN 36-1796730 | Legal | $21,097 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,561 | $95,776-0.2% | $162,185-41.1% | $77,775+22.9% |
| Participation rate | 100.0% | 88.6%+11.4pp | 87.6%+12.4pp | 73.2%+26.8pp |
| Annual return | 25.01% | 37.03%-12.0pp | 115.61%-90.6pp | 32.58%-7.6pp |
| Employer contribution / active EE | $5,132 | $3,874+32.5% | $5,613-8.6% | $2,504+105.0% |
| Participant deferral / active EE | $5,635 | $6,125-8.0% | $7,297-22.8% | $3,966+42.1% |
| Admin fee / account holder | $118 | $88+34.6% | $10,844-98.9% | $100+17.9% |