Filed June 28, 2006
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 |
|---|---|---|
FIS BUSINESS SYSTEMS LLC1 year Filed as: FIS BUSINESS SYSTEMS, LLC Service code 64 · EIN 59-1086117 15449 COLLECTION CENTER DRIVE · CHICAGO, IL 60693 | Recordkeeping Fees | $90,859 |
THE BANK OF NEW YORK MELLON5 years Filed as: BANK OF AMERICA, N.A. Service code 19 · EIN 94-1687665 100 NORTH TYRON STREET · CHARLOTTE, NC 28225 | Securities Custodian | $53,886 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 33 · EIN 11-3658445 1585 BROADWAY · NEW YORK, NY 10036 | Direct payment from the plan; Other s... | $32,377 |
BLACKROCK4 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 28 · EIN 94-3112180 400 HOWARD STREET · SAN FRANCISCO, CA 94105 | Investment Management | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,481 | $104,631+19.0% | $98,462+26.4% | $80,187+55.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 75.2%+24.8pp | 72.9%+27.1pp |
| Annual return | 19.53% | 34.72%-15.2pp | 21.20%-1.7pp | 40.40%-20.9pp |
| Employer contribution / active EE | $5,549 | $4,517+22.8% | $3,049+82.0% | $2,980+86.2% |
| Participant deferral / active EE | $0 | $6,545-100.0% | $4,738-100.0% | $5,016-100.0% |
| Admin fee / account holder | $60 | $105-42.4% | $8,875-99.3% | $145-58.3% |