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) | $1,598,401 |
BLACKROCK10+ years Filed as: BLACKROCK INST. TRUST CO. N.A. Service code 21 · EIN 94-3112180 | Bank Trustee | $1,014,472 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INV. INST. OPS. CO., INC. Service code 15 · EIN 04-2647786 | Recordkeeping | $648,783 |
NORTHERN TRUST COMPANY10+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $638,882 |
ERNST & YOUNG LLP10+ years Service code 10 · EIN 34-6565596 | Accounting | $97,259 |
MERCER10+ years Filed as: WILLIAM M. MERCER INC. Service code 16 · EIN 13-2834414 | Consulting | $25,000 |
HUNTON ANDREWS KURTH LLP6 years Filed as: HUNTON ANDREWS KURTH Service code 29 · EIN 54-0572269 | Legal | $8,908 |
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 | $381,777 | $178,759+113.6% | $102,460+272.6% | $106,553+258.3% |
| Participation rate | 99.4% | 91.3%+8.1pp | 76.5%+22.9pp | 69.8%+29.5pp |
| Annual return | 17.14% | 17.23%-0.1pp | 29.47%-12.3pp | 17.37%-0.2pp |
| Employer contribution / active EE | $5,694 | $5,750-1.0% | $3,025+88.2% | $3,359+69.5% |
| Participant deferral / active EE | $13,309 | $9,466+40.6% | $5,056+163.2% | $5,562+139.3% |
| Admin fee / account holder | $189 | $62+204.9% | $9,460-98.0% | $80+137.8% |