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 37 · EIN 04-2647786 | Loan Processing | $281,816 |
NORTHERN TRUST COMPANY6+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $146,577 |
BLACKROCK6+ years Filed as: BLACKROCK INST. TRUST CO. N.A. Service code 28 · EIN 94-3112180 | Investment Management | $126,185 |
ERNST & YOUNG LLP6+ years Service code 10 · EIN 34-6565596 | Accounting | $96,802 |
MERCER6+ years Filed as: WILLIAM M. MERCER INC. Service code 11 · EIN 13-2834414 | Actuarial | $13,936 |
Service code 11 · EIN 53-0181291 | Actuarial | $10,334 |
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 | $731,212 | $79,519+819.5% | $95,968+661.9% | $73,415+896.0% |
| Participation rate | 99.2% | 81.2%+18.0pp | 77.1%+22.1pp | 72.2%+27.0pp |
| Annual return | 15.93% | 19.20%-3.3pp | 91.65%-75.7pp | 59.30%-43.4pp |
| Employer contribution / active EE | $2,611 | $2,048+27.5% | $2,542+2.7% | $2,234+16.9% |
| Participant deferral / active EE | $15,071 | $4,138+264.2% | $4,167+261.7% | $3,806+296.0% |
| Admin fee / account holder | $362 | $184+96.4% | $6,798-94.7% | $158+129.2% |