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 | $533,098 |
NORTHERN TRUST COMPANY7+ years Filed as: NORTHERN TRUST CO. Service code 21 · EIN 36-1561860 | Bank Trustee | $129,799 |
ERNST & YOUNG LLP7+ years Service code 10 · EIN 34-6565596 | Accounting | $121,936 |
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $94,393 |
THE SEGAL COMPANY7+ years Filed as: SEGAL ADVISORS, INC. Service code 28 · EIN 13-2646110 | Investment Management | $55,000 |
BLACKROCK7+ years Filed as: BLACKROCK INST. TRUST CO., N.A. Service code 28 · EIN 94-3112180 | Investment Management | $36,627 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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 | $444,552-100.0% | $220,551-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.7%-8.7pp | 3.7%-3.7pp |
| Annual return | 3.39% | 9.47%-6.1pp | 7.32%-3.9pp | 15.63%-12.2pp |
| Employer contribution / active EE | $6 | $9,065-99.9% | $23,426-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $4,847 | $939+416.4% | $107+4419.3% | $1,127+330.1% |
| Admin fee / account holder | $0 | $429-100.0% | $9,522-100.0% | $429-100.0% |