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 15 · EIN 04-2647786 | Recordkeeping | $296,685 |
BLACKROCK7+ years Filed as: BLACKROCK INST. TRUST CO. N.A. Service code 21 · EIN 94-3112180 | Bank Trustee | $140,291 |
NORTHERN TRUST COMPANY7+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $129,509 |
ERNST & YOUNG LLP7+ years Service code 10 · EIN 34-6565596 | Accounting | $96,936 |
MERCER7+ years Filed as: WILLIAM M. MERCER INC. Service code 16 · EIN 13-2834414 | Consulting | $11,142 |
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 | $832,803 | $185,342+349.3% | $111,319+648.1% | $86,828+859.1% |
| Participation rate | 99.2% | 81.0%+18.3pp | 77.3%+21.9pp | 72.3%+26.9pp |
| Annual return | 14.35% | 500.80%-486.5pp | 54.68%-40.3pp | 97.95%-83.6pp |
| Employer contribution / active EE | $2,952 | $2,246+31.4% | $2,732+8.1% | $2,406+22.7% |
| Participant deferral / active EE | $17,270 | $4,458+287.4% | $4,488+284.8% | $4,132+317.9% |
| Admin fee / account holder | $399 | $255+56.0% | $7,966-95.0% | $170+135.1% |