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 | $565,720 |
Service code 12 · EIN 36-1236610 | Claims processing; Contract Administr... | $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; Insurance ser... | $49,469 |
DELTA DENTAL1 year Service code 12 · EIN 94-2761537 | Contract Administrator; Insurance ser... | $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 |
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% |