Filed April 24, 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.
| Provider | Service type | Compensation |
|---|---|---|
BLACKROCK8+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $458,369 |
Service code 37 · EIN 04-2647786 | Loan Processing | $232,971 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $161,603 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,100 | $108,592+112.8% | $129,118+79.0% | $77,906+196.6% |
| Participation rate | 98.1% | 84.8%+13.3pp | 77.2%+20.8pp | 73.7%+24.4pp |
| Annual return | -15.72% | -13.72%-2.0pp | -10.94%-4.8pp | 12.16%-27.9pp |
| Employer contribution / active EE | $20,983 | $5,713+267.3% | $5,051+315.4% | $2,846+637.2% |
| Participant deferral / active EE | $11,472 | $7,051+62.7% | $6,539+75.4% | $4,805+138.7% |
| Admin fee / account holder | $120 | $91+31.3% | $14,305-99.2% | $133-9.5% |