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 |
|---|---|---|
Filed as: FIDELITY INV. INST. OPS. CO., INC. Service code 50 · EIN 04-2647786 | Direct Payment | $586,007 |
NORTHERN TRUST COMPANY1+ years Filed as: NORTHERN TRUST CO. Service code 21 · EIN 36-1561860 | Bank Trustee | $407,786 |
CLIFTONLARSONALLEN LLP1+ years Filed as: THE CLIFTON GROUP Service code 28 · EIN 41-0995965 | Investment Management | $132,206 |
ERNST & YOUNG LLP1+ years Service code 10 · EIN 34-6565596 | Accounting | $114,495 |
BLACKROCK1+ years Filed as: BLACKROCK INST. TRUST CO., N.A. Service code 28 · EIN 94-3112180 | Investment Management | $84,521 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $67,411 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ADVISORS, INC. Service code 28 · EIN 13-2646110 | Investment Management | $55,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $4,666,522-100.0% | $522,682-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.6%-12.6pp | 0.0%0pp |
| Annual return | -2.36% | -1.23%-1.1pp | -3.43%+1.1pp | 1.67%-4.0pp |
| Employer contribution / active EE | $15,290 | $11,541+32.5% | $25,607-40.3% | $10,506+45.5% |
| Participant deferral / active EE | $5,441 | $1,138+378.3% | $77+6927.9% | $1,562+248.4% |
| Admin fee / account holder | $0 | $88,742-100.0% | $13,511-100.0% | $66,276-100.0% |