Filed April 21, 2009 (most recent of 4 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 |
|---|---|---|
Service code 12 · EIN 36-1236610 | Contract Administrator; Insurance ser... | $533,573 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INV. INST. OPS. CO., INC. Service code 50 · EIN 04-2647786 | Direct Payment | $518,909 |
PIMCO FUNDS1 year Filed as: PACIFIC INVESTMENT MANAGEMENT COMPA Service code 28 · EIN 33-0629048 | Investment Management | $238,644 |
ERNST & YOUNG LLP10+ years Service code 10 · EIN 34-6565596 | Accounting | $232,921 |
NORTHERN TRUST COMPANY10+ years Filed as: NORTHERN TRUST CO. Service code 21 · EIN 36-1561860 | Bank Trustee | $229,081 |
WILLIS TOWERS WATSON US LLC5 years Service code 11 · EIN 53-0181291 | Actuarial | $117,474 |
CAREMARK2 years Filed as: CAREMARK LLC Service code 12 · EIN 05-0340626 | Insurance services; Contract Administ... | $60,698 |
THE SEGAL COMPANY10+ years Filed as: SEGAL ADVISORS, INC. Service code 28 · EIN 13-2646110 | Investment Management | $55,000 |
DELTA DENTAL2 years Service code 12 · EIN 94-2761537 | Insurance services; Claims processing... | $48,303 |
BLACKROCK10+ years Filed as: BLACKROCK INST. TRUST CO., N.A. Service code 21 · EIN 94-3112180 | Bank Trustee | $19,028 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $106,128-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | 6.00% | 10.00%-4.0pp | 5.04%+1.0pp | 9.30%-3.3pp |
| Employer contribution / active EE | $0 | $10,331-100.0% | $26,454-100.0% | $12,551-100.0% |
| Participant deferral / active EE | $5,960 | $802+643.0% | $78+7558.1% | $2,867+107.9% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |