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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV. INST. OPS. CO., INC. Service code 50 · EIN 04-2647786 | Direct Payment | $533,846 |
Service code 11 · EIN 53-0181291 | Actuarial | $200,624 |
ERNST & YOUNG LLP6+ years Service code 10 · EIN 34-6565596 | Accounting | $121,744 |
NORTHERN TRUST COMPANY6+ years Filed as: NORTHERN TRUST CO. Service code 21 · EIN 36-1561860 | Bank Trustee | $104,569 |
THE SEGAL COMPANY6+ years Filed as: SEGAL ADVISORS, INC. Service code 28 · EIN 13-2646110 | Investment Management | $68,750 |
BLACKROCK6+ years Filed as: BLACKROCK INST. TRUST CO., N.A. Service code 28 · EIN 94-3112180 | Investment Management | $37,571 |
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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 | $0 | $477,209-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.0%0pp |
| Annual return | 17.33% | 24.77%-7.4pp | -2.84%+20.2pp | 12.86%+4.5pp |
| Employer contribution / active EE | $0 | $13,270-100.0% | $33,329-100.0% | $13,687-100.0% |
| Participant deferral / active EE | $4,263 | $799+433.6% | $51+8244.0% | $833+412.0% |
| Admin fee / account holder | $0 | $0 | $2,475-100.0% | - |