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 |
|---|---|---|
BLACKROCK9+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $373,214 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $192,933 |
Service code 37 · EIN 04-2647786 | Loan Processing | $135,395 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $275,534 | $126,111+118.5% | $142,562+93.3% | $80,187+243.6% |
| Participation rate | 99.9% | 87.5%+12.4pp | 76.8%+23.1pp | 72.9%+27.0pp |
| Annual return | 18.53% | 23.39%-4.9pp | 20.13%-1.6pp | 40.40%-21.9pp |
| Employer contribution / active EE | $20,890 | $6,430+224.9% | $4,841+331.5% | $2,980+601.1% |
| Participant deferral / active EE | $12,815 | $7,822+63.8% | $6,280+104.1% | $5,016+155.5% |
| Admin fee / account holder | $107 | $92+15.5% | $10,012-98.9% | $145-26.5% |