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 |
|---|---|---|
FINANCIAL ENGINES1+ years Service code 16 · EIN 94-3250323 | Consulting | $486,284 |
BLACKROCK1+ years Filed as: BLACKROCK INST. TRUST CO. N.A. Service code 28 · EIN 94-3112180 | Investment Management | $198,832 |
NORTHERN TRUST COMPANY1+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $170,675 |
Filed as: FIDELITY INV. INST. OPS. CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $159,544 |
ERNST & YOUNG LLP1+ years Service code 10 · EIN 34-6565596 | Accounting | $97,895 |
HAYNES AND BOONE, LLP1+ years Filed as: HAYNES & BOONE Service code 29 · EIN 34-1312888 | Legal | $55,121 |
MERCER1+ years Filed as: WILLIAM M. MERCER INC. Service code 11 · EIN 13-2834414 | Actuarial | $8,901 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $393,511 | $71,957+446.9% | $67,652+481.7% | $59,188+564.8% |
| Participation rate | 99.4% | 82.7%+16.7pp | 75.7%+23.7pp | 69.4%+30.0pp |
| Annual return | 0.76% | 8.53%-7.8pp | 6625.40%-6624.6pp | 5.51%-4.7pp |
| Employer contribution / active EE | $2,202 | $2,432-9.4% | $2,266-2.8% | $2,098+5.0% |
| Participant deferral / active EE | $11,898 | $4,211+182.5% | $3,560+234.2% | $3,265+264.4% |
| Admin fee / account holder | $423 | $64+558.8% | $4,821-91.2% | $92+358.4% |