Filed February 15, 2013
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 |
|---|---|---|
LUTHER KING CAPITAL MANAGEMENT10+ years Filed as: LUTHER KING INVESTMENTS Service code 21 · EIN 75-1630300 | Bank Trustee | $155,512 |
DEFINITI LLC2 years Filed as: DEFINITI Service code 15 · EIN 85-0833363 | Recordkeeping | $14,560 |
FRIDAY ELDREDGE & CLARK2 years Service code 29 · EIN 71-0253637 | Legal | $8,381 |
Service code 52 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Indirect Investment Fees | $0 |
Annual investment return 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 | $50,687 | $89,465-43.3% | $165,100-69.3% | $77,762-34.8% |
| Participation rate | 97.7% | 78.6%+19.1pp | 78.6%+19.1pp | 70.6%+27.1pp |
| Annual return | 11.23% | 28.86%-17.6pp | 70.21%-59.0pp | 31.27%-20.0pp |
| Employer contribution / active EE | $4,741 | $2,565+84.8% | $4,348+9.0% | $2,728+73.8% |
| Participant deferral / active EE | $0 | $4,904-100.0% | $6,035-100.0% | $4,651-100.0% |
| Admin fee / account holder | $271 | $340-20.2% | $12,696-97.9% | $433-37.4% |