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 ENGINES4+ years Service code 16 · EIN 94-3250323 | Consulting | $391,699 |
NORTHERN TRUST COMPANY4+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $140,037 |
BLACKROCK3 years Filed as: BLACKROCK INST. TRUST CO., N.A. Service code 28 · EIN 94-3112180 | Investment Management | $139,308 |
Filed as: FIDELITY INV. INST. OPS. CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $99,406 |
ERNST & YOUNG LLP4+ years Service code 10 · EIN 34-6565596 | Accounting | $87,285 |
MERCER4+ years Filed as: WILLIAM M. MERCER INC. Service code 11 · EIN 13-2834414 | Actuarial | $11,690 |
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 | $506,959 | $78,852+542.9% | $76,768+560.4% | $75,289+573.3% |
| Participation rate | 99.0% | 85.0%+14.0pp | 77.0%+22.0pp | 72.4%+26.6pp |
| Annual return | -4.60% | -1.29%-3.3pp | 2.43%-7.0pp | -0.04%-4.6pp |
| Employer contribution / active EE | $2,513 | $2,794-10.1% | $2,485+1.1% | $2,405+4.5% |
| Participant deferral / active EE | $14,109 | $4,800+194.0% | $3,852+266.3% | $3,739+277.4% |
| Admin fee / account holder | $400 | $79+406.7% | $6,676-94.0% | $102+291.2% |