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 ENGINES3+ years Service code 16 · EIN 94-3250323 | Consulting | $1,919,654 |
Filed as: FIDELITY INV. INST. OPS. CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $876,825 |
BLACKROCK2 years Filed as: BLACKROCK INST. TRUST CO., N.A. Service code 28 · EIN 94-3112180 | Investment Management | $844,703 |
NORTHERN TRUST COMPANY2 years Filed as: NORTHERN TRUST CO. Service code 21 · EIN 36-1561860 | Bank Trustee | $415,370 |
ERNST & YOUNG LLP3+ years Service code 10 · EIN 34-6565596 | Accounting | $95,165 |
HAYNES AND BOONE, LLP3+ years Filed as: HAYNES & BOONE Service code 29 · EIN 34-1312888 | Legal | $21,815 |
MERCER3+ years Filed as: WILLIAM M. MERCER INC. Service code 11 · EIN 13-2834414 | Actuarial | $15,336 |
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 | $270,181 | $136,209+98.4% | $82,312+228.2% | $80,976+233.7% |
| Participation rate | 99.7% | 88.0%+11.6pp | 76.9%+22.8pp | 68.3%+31.4pp |
| Annual return | 20.01% | 21.54%-1.5pp | 25.88%-5.9pp | 22.91%-2.9pp |
| Employer contribution / active EE | $5,559 | $3,633+53.0% | $2,428+128.9% | $2,402+131.4% |
| Participant deferral / active EE | $11,640 | $6,693+73.9% | $3,706+214.1% | $3,848+202.5% |
| Admin fee / account holder | $226 | $62+262.8% | $5,608-96.0% | $67+234.4% |