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.
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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES2+ years Service code 16 · EIN 94-3250323 | Consulting | $1,621,900 |
Filed as: FIDELITY INV. INST. OPS. CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $947,520 |
BLACKROCK1 year Filed as: BLACKROCK INST. TRUST CO., N.A. Service code 28 · EIN 94-3112180 | Investment Management | $784,987 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST CO. Service code 21 · EIN 36-1561860 | Bank Trustee | $443,508 |
ERNST & YOUNG LLP2+ years Service code 10 · EIN 34-6565596 | Accounting | $92,995 |
HAYNES AND BOONE, LLP2+ years Filed as: HAYNES & BOONE Service code 29 · EIN 34-1312888 | Legal | $23,071 |
MERCER2+ years Filed as: WILLIAM M. MERCER INC. Service code 11 · EIN 13-2834414 | Actuarial | $10,537 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,459 | $126,925+75.3% | $74,184+199.9% | $329,111-32.4% |
| Participation rate | 99.1% | 87.5%+11.6pp | 76.6%+22.5pp | 67.9%+31.3pp |
| Annual return | 11.78% | 10.67%+1.1pp | 17.74%-6.0pp | 16.35%-4.6pp |
| Employer contribution / active EE | $5,279 | $3,536+49.3% | $2,370+122.7% | $2,303+129.2% |
| Participant deferral / active EE | $10,767 | $6,619+62.7% | $3,550+203.3% | $3,682+192.4% |
| Admin fee / account holder | $207 | $64+225.5% | $5,586-96.3% | $754-72.6% |