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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV. INST. OPS. CO., INC. Service code 50 · EIN 04-2647786 | Direct Payment | $565,720 |
Service code 12 · EIN 36-1236610 | Insurance services; Claims processing... | $420,793 |
WILLIS TOWERS WATSON US LLC4 years Service code 11 · EIN 53-0181291 | Actuarial | $207,339 |
ERNST & YOUNG LLP9+ years Service code 10 · EIN 34-6565596 | Accounting | $127,052 |
NORTHERN TRUST COMPANY9+ years Filed as: NORTHERN TRUST CO. Service code 21 · EIN 36-1561860 | Bank Trustee | $107,199 |
THE SEGAL COMPANY9+ years Filed as: SEGAL ADVISORS, INC. Service code 28 · EIN 13-2646110 | Investment Management | $55,000 |
CAREMARK1 year Filed as: CAREMARK LLC Service code 12 · EIN 05-0340626 | Contract Administrator; Claims proces... | $49,469 |
DELTA DENTAL1 year Service code 12 · EIN 94-2761537 | Contract Administrator; Claims proces... | $40,282 |
BLACKROCK9+ years Filed as: BLACKROCK INST. TRUST CO., N.A. Service code 21 · EIN 94-3112180 | Bank Trustee | $24,754 |
BARCLAYS CAPITAL LE1 year Filed as: BARCLAYS GLOBAL INVESTORS Service code 28 · EIN 94-3112180 | Investment Management | $12,222 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $13,363-100.0% | $182,032-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.4%-13.4pp | 2.2%-2.2pp |
| Annual return | 11.25% | 10.30%+0.9pp | 7.69%+3.6pp | 9.11%+2.1pp |
| Employer contribution / active EE | $0 | $9,006-100.0% | $28,501-100.0% | $12,231-100.0% |
| Participant deferral / active EE | $5,938 | $902+558.5% | $49+11991.0% | $1,272+366.8% |
| Admin fee / account holder | $0 | $125-100.0% | $51,246-100.0% | $125-100.0% |