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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $137,413 |
BLACKROCK10+ years Filed as: BLACKROCK INST. TRUST CO. N.A. Service code 21 · EIN 94-3112180 | Bank Trustee | $104,089 |
ERNST & YOUNG LLP10+ years Service code 10 · EIN 34-6565596 | Accounting | $97,259 |
NORTHERN TRUST COMPANY10+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $96,187 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INV. INST. OPS. CO., INC. Service code 15 · EIN 04-2647786 | Recordkeeping | $66,242 |
MERCER10+ years Filed as: WILLIAM M. MERCER INC. Service code 16 · EIN 13-2834414 | Consulting | $25,000 |
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 | $882,313 | $89,123+890.0% | $102,460+761.1% | $77,762+1034.6% |
| Participation rate | 99.1% | 80.9%+18.1pp | 76.5%+22.6pp | 70.6%+28.5pp |
| Annual return | 14.78% | 25.05%-10.3pp | 29.47%-14.7pp | 31.27%-16.5pp |
| Employer contribution / active EE | $2,831 | $2,700+4.9% | $3,025-6.4% | $2,728+3.8% |
| Participant deferral / active EE | $17,222 | $5,148+234.6% | $5,056+240.6% | $4,651+270.3% |
| Admin fee / account holder | $425 | $236+80.3% | $9,460-95.5% | $433-1.8% |