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 |
|---|---|---|
FINANCIAL ENGINES1+ years Service code 16 · EIN 94-3250323 | Consulting | $1,680,671 |
Filed as: FIDELITY INV. INST. OPS. CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $965,557 |
BLACKROCK1+ years Filed as: BLACKROCK INST. TRUST CO. N.A. Service code 28 · EIN 94-3112180 | Investment Management | $807,711 |
NORTHERN TRUST COMPANY1+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $491,516 |
ERNST & YOUNG LLP1+ years Service code 10 · EIN 34-6565596 | Accounting | $97,895 |
HAYNES AND BOONE, LLP1+ years Filed as: HAYNES & BOONE Service code 29 · EIN 34-1312888 | Legal | $59,925 |
MERCER1+ years Filed as: WILLIAM M. MERCER INC. Service code 11 · EIN 13-2834414 | Actuarial | $10,683 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,087 | $111,064+78.4% | $67,652+192.8% | $69,651+184.4% |
| Participation rate | 99.3% | 86.0%+13.3pp | 75.7%+23.6pp | 66.6%+32.7pp |
| Annual return | 0.61% | 2.77%-2.2pp | 6625.40%-6624.8pp | 53.77%-53.2pp |
| Employer contribution / active EE | $5,263 | $3,328+58.1% | $2,266+132.3% | $2,241+134.9% |
| Participant deferral / active EE | $10,545 | $6,396+64.9% | $3,560+196.2% | $3,635+190.1% |
| Admin fee / account holder | $215 | $72+198.7% | $4,821-95.5% | $63+239.5% |