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 |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $142,472 |
NORTHERN TRUST COMPANY9+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $110,135 |
ERNST & YOUNG LLP9+ years Service code 10 · EIN 34-6565596 | Accounting | $97,259 |
BLACKROCK9+ years Filed as: BLACKROCK INST. TRUST CO. N.A. Service code 21 · EIN 94-3112180 | Bank Trustee | $75,109 |
MERCER9+ years Filed as: WILLIAM M. MERCER INC. Service code 16 · EIN 13-2834414 | Consulting | $20,857 |
Filed as: FIDELITY INV. INST. OPS. CO., INC. Service code 15 · EIN 04-2647786 | Recordkeeping | $18,476 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $774,738 | $99,212+680.9% | $96,564+702.3% | $74,478+940.2% |
| Participation rate | 99.1% | 80.7%+18.5pp | 76.0%+23.1pp | 70.7%+28.4pp |
| Annual return | 14.70% | 22.40%-7.7pp | 25.89%-11.2pp | 34.37%-19.7pp |
| Employer contribution / active EE | $2,875 | $2,569+11.9% | $2,967-3.1% | $2,637+9.0% |
| Participant deferral / active EE | $17,035 | $4,938+245.0% | $4,852+251.1% | $4,530+276.1% |
| Admin fee / account holder | $344 | $225+53.0% | $8,256-95.8% | $347-0.9% |