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 | $601,301 |
NORTHERN TRUST COMPANY3+ years Filed as: NORTHERN TRUST CO. Service code 21 · EIN 36-1561860 | Bank Trustee | $268,023 |
Filed as: PARAMETRIC GROUP Service code 28 · EIN 41-0995965 | Investment Management | $161,832 |
ERNST & YOUNG LLP3+ years Service code 10 · EIN 34-6565596 | Accounting | $115,000 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $75,768 |
BLACKROCK3+ years Filed as: BLACKROCK INST. TRUST CO., N.A. Service code 28 · EIN 94-3112180 | Investment Management | $75,121 |
THE SEGAL COMPANY3+ 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $144,462-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 0.0%0pp |
| Annual return | 11.67% | 15.82%-4.1pp | 16.78%-5.1pp | 17.84%-6.2pp |
| Employer contribution / active EE | $8,741 | $19,885-56.0% | $26,328-66.8% | $14,688-40.5% |
| Participant deferral / active EE | $2,824 | $776+263.8% | $97+2823.5% | $770+267.0% |
| Admin fee / account holder | $0 | $0 | $20,893-100.0% | - |