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 | $583,737 |
NORTHERN TRUST COMPANY4+ years Filed as: NORTHERN TRUST CO. Service code 21 · EIN 36-1561860 | Bank Trustee | $246,702 |
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $146,748 |
Filed as: PARAMETRIC GROUP Service code 28 · EIN 41-0995965 | Investment Management | $146,026 |
ERNST & YOUNG LLP4+ years Service code 10 · EIN 34-6565596 | Accounting | $119,060 |
THE SEGAL COMPANY4+ years Filed as: SEGAL ADVISORS, INC. Service code 28 · EIN 13-2646110 | Investment Management | $41,250 |
BLACKROCK4+ years Filed as: BLACKROCK INST. TRUST CO., N.A. Service code 28 · EIN 94-3112180 | Investment Management | $38,417 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $21,578,776-100.0% | $157,466-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | 0.0%0pp |
| Annual return | -6.16% | 201.32%-207.5pp | 12.68%-18.8pp | 33.37%-39.5pp |
| Employer contribution / active EE | $7,499 | $10,877-31.1% | $22,860-67.2% | $11,253-33.4% |
| Participant deferral / active EE | $3,282 | $658+398.4% | $123+2572.6% | $819+300.8% |
| Admin fee / account holder | $0 | $99,113-100.0% | $2,825-100.0% | $99,113-100.0% |