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 ENGINES2+ years Service code 16 · EIN 94-3250323 | Consulting | $420,423 |
BLACKROCK1 year Filed as: BLACKROCK INST. TRUST CO., N.A. Service code 28 · EIN 94-3112180 | Investment Management | $181,154 |
Filed as: FIDELITY INV. INST. OPS. CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $151,321 |
NORTHERN TRUST COMPANY2+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $134,175 |
ERNST & YOUNG LLP2+ years Service code 10 · EIN 34-6565596 | Accounting | $92,995 |
HAYNES AND BOONE, LLP2+ years Filed as: HAYNES & BOONE Service code 29 · EIN 34-1312888 | Legal | $18,427 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST CO. Service code 33 | Securities brokerage | $7,378 |
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 | $447,962 | $80,211+458.5% | $74,184+503.9% | $63,975+600.2% |
| Participation rate | 99.4% | 84.2%+15.2pp | 76.6%+22.7pp | 71.1%+28.2pp |
| Annual return | 11.79% | 14.13%-2.3pp | 17.74%-5.9pp | 48.65%-36.9pp |
| Employer contribution / active EE | $2,293 | $2,553-10.2% | $2,370-3.3% | $2,182+5.1% |
| Participant deferral / active EE | $12,425 | $4,370+184.3% | $3,550+250.0% | $3,356+270.2% |
| Admin fee / account holder | $392 | $67+482.8% | $5,586-93.0% | $70+456.1% |