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 | $512,337 |
WILLIS TOWERS WATSON US LLC3 years Service code 11 · EIN 53-0181291 | Actuarial | $157,641 |
ERNST & YOUNG LLP8+ years Service code 10 · EIN 34-6565596 | Accounting | $122,091 |
NORTHERN TRUST COMPANY8+ years Filed as: NORTHERN TRUST CO. Service code 21 · EIN 36-1561860 | Bank Trustee | $105,454 |
THE SEGAL COMPANY8+ years Filed as: SEGAL ADVISORS, INC. Service code 28 · EIN 13-2646110 | Investment Management | $55,000 |
BLACKROCK8+ years Filed as: BLACKROCK INST. TRUST CO., N.A. Service code 21 · EIN 94-3112180 | Bank Trustee | $22,827 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | $213,834-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 1.5%-1.5pp |
| Annual return | -22.03% | 87.23%-109.3pp | -5.12%-16.9pp | 23.41%-45.4pp |
| Employer contribution / active EE | $1 | $12,989-100.0% | $31,020-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $6,080 | $1,092+456.8% | $101+5925.5% | $1,474+312.5% |
| Admin fee / account holder | $0 | $14,884-100.0% | $2,852-100.0% | $14,884-100.0% |