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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY UNIVERSAL BASIC FEE Service code 37 · EIN 04-2647786 | Loan Processing | $275,000 |
FINANCIAL ENGINES8+ years Filed as: FINANCIAL ENGINES, INC. Service code 27 · EIN 47-5324976 | Advisory (Plan) | $273,000 |
BLACKROCK8+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT INC. Service code 21 · EIN 94-3112180 | Bank Trustee | $246,000 |
Filed as: FIDELITY PARTICIPANT ELECTED FEE Service code 37 · EIN 04-2647786 | Loan Processing | $185,000 |
AT&T INC.8+ years Service code 14 · EIN 43-1301883 | Plan Administrator | $60,000 |
FIRST QUADRANT8+ years Filed as: FIRST QUADRANT, LP Service code 28 · EIN 95-4562891 | Investment Management | $59,000 |
THE BANK OF NEW YORK MELLON5 years Service code 21 · EIN 13-5160382 | Bank Trustee | $47,000 |
NORTHERN TRUST COMPANY5 years Service code 28 · EIN 36-1561860 | Investment Management | $34,000 |
DIRECTPATH LLC3 years Service code 16 · EIN 02-0677999 | Consulting | $26,000 |
CEM BENCHMARKING3 years Service code 16 · EIN 98-0180257 | Consulting | $23,000 |
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 | $169,151 | $125,578+34.7% | $86,460+95.6% | $89,433+89.1% |
| Participation rate | 64.1% | 86.1%-22.1pp | 80.3%-16.3pp | 71.3%-7.2pp |
| Annual return | -15.42% | -16.42%+1.0pp | 4399.82%-4415.2pp | -11.88%-3.5pp |
| Employer contribution / active EE | $1,246 | $4,137-69.9% | $3,771-67.0% | $3,021-58.8% |
| Participant deferral / active EE | $4,716 | $9,976-52.7% | $6,954-32.2% | $5,125-8.0% |
| Admin fee / account holder | $102 | $94+8.0% | $6,727-98.5% | $79+28.1% |