Filed October 18, 2004 (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 |
|---|---|---|
FINANCIAL ENGINES10+ years Filed as: FINANCIAL ENGINES, INC. Service code 27 · EIN 77-0473565 | Advisory (Plan) | $417,000 |
BLACKROCK10+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT INC. Service code 21 · EIN 94-3112180 | Bank Trustee | $371,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 27 · EIN 04-2647786 | Advisory (Plan) | $217,496 |
AT&T INC.10+ years Service code 14 · EIN 43-1301883 | Plan Administrator | $92,000 |
THE BANK OF NEW YORK MELLON7 years Service code 21 · EIN 13-5160382 | Bank Trustee | $65,000 |
NEWPORT GROUP, INC.8 years Filed as: NEWPORT TRUST COMPANY Service code 28 · EIN 27-4411131 | Investment Management | $24,000 |
NORTHERN TRUST COMPANY7 years Service code 28 · EIN 36-1561860 | Investment Management | $19,000 |
CEM BENCHMARKING5 years Service code 16 · EIN 98-0180257 | Consulting | $18,000 |
PRICEWATERHOUSECOOPERS LLP2 years Filed as: PWC US TAX LLP Service code 16 · EIN 92-0460586 | Consulting | $16,000 |
FLEISHMAN HILLARD INC5 years Service code 38 · EIN 43-1791685 | Participant Communication | $11,000 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,920 | $167,668+34.1% | $100,415+124.0% | $106,553+111.1% |
| Participation rate | 65.7% | 87.6%-21.9pp | 81.5%-15.9pp | 69.8%-4.2pp |
| Annual return | 15.87% | 18.33%-2.5pp | 49.47%-33.6pp | 17.37%-1.5pp |
| Employer contribution / active EE | $1,222 | $4,908-75.1% | $3,943-69.0% | $3,359-63.6% |
| Participant deferral / active EE | $4,754 | $11,427-58.4% | $8,091-41.3% | $5,562-14.5% |
| Admin fee / account holder | $108 | $94+15.6% | $7,906-98.6% | $80+36.1% |