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 ENGINES4+ years Service code 16 · EIN 94-3250323 | Consulting | $1,971,081 |
Filed as: FIDELITY INV. INST. OPS. CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $831,350 |
BLACKROCK3+ years Filed as: BLACKROCK INST. TRUST CO., N.A. Service code 28 · EIN 94-3112180 | Investment Management | $776,612 |
NORTHERN TRUST COMPANY3+ years Filed as: NORTHERN TRUST CO. Service code 21 · EIN 36-1561860 | Bank Trustee | $524,210 |
ERNST & YOUNG LLP4+ years Service code 10 · EIN 34-6565596 | Accounting | $87,285 |
MERCER4+ years Filed as: WILLIAM M. MERCER INC. Service code 11 · EIN 13-2834414 | Actuarial | $16,542 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $253,209 | $127,796+98.1% | $76,768+229.8% | $73,367+245.1% |
| Participation rate | 99.7% | 88.2%+11.5pp | 77.0%+22.7pp | 69.5%+30.2pp |
| Annual return | -5.49% | -2.31%-3.2pp | 2.43%-7.9pp | 173.45%-178.9pp |
| Employer contribution / active EE | $5,614 | $3,931+42.8% | $2,485+125.9% | $2,499+124.6% |
| Participant deferral / active EE | $11,973 | $6,924+72.9% | $3,852+210.9% | $4,033+196.9% |
| Admin fee / account holder | $227 | $66+242.2% | $6,675-96.6% | $68+232.3% |