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 ENGINES3+ years Service code 16 · EIN 94-3250323 | Consulting | $429,295 |
BLACKROCK2 years Filed as: BLACKROCK INST. TRUST CO., N.A. Service code 28 · EIN 94-3112180 | Investment Management | $179,889 |
NORTHERN TRUST COMPANY3+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $123,869 |
Filed as: FIDELITY INV. INST. OPS. CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $114,522 |
ERNST & YOUNG LLP3+ years Service code 10 · EIN 34-6565596 | Accounting | $95,165 |
MERCER3+ years Filed as: WILLIAM M. MERCER INC. Service code 11 · EIN 13-2834414 | Actuarial | $12,548 |
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 | $535,161 | $88,730+503.1% | $82,312+550.2% | $77,958+586.5% |
| Participation rate | 99.2% | 84.5%+14.6pp | 76.9%+22.3pp | 71.6%+27.5pp |
| Annual return | 19.54% | 20.88%-1.3pp | 25.88%-6.3pp | 20.87%-1.3pp |
| Employer contribution / active EE | $2,558 | $2,758-7.3% | $2,428+5.3% | $2,310+10.7% |
| Participant deferral / active EE | $14,276 | $4,634+208.0% | $3,706+285.2% | $3,537+303.7% |
| Admin fee / account holder | $405 | $74+446.9% | $5,608-92.8% | $97+315.5% |