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 |
|---|---|---|
Filed as: FIDELITY INV. INST. OPS. CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $1,895,641 |
BLACKROCK6+ years Filed as: BLACKROCK INST. TRUST CO. N.A. Service code 28 · EIN 94-3112180 | Investment Management | $743,699 |
NORTHERN TRUST COMPANY6+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $566,939 |
ERNST & YOUNG LLP6+ years Service code 10 · EIN 34-6565596 | Accounting | $96,802 |
MERCER6+ years Filed as: WILLIAM M. MERCER INC. Service code 11 · EIN 13-2834414 | Actuarial | $16,340 |
Service code 11 · EIN 53-0181291 | Actuarial | $10,335 |
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 | $360,758 | $164,350+119.5% | $95,968+275.9% | $106,273+239.5% |
| Participation rate | 99.6% | 90.5%+9.1pp | 77.1%+22.5pp | 70.8%+28.8pp |
| Annual return | 17.47% | 14.56%+2.9pp | 91.65%-74.2pp | 21.70%-4.2pp |
| Employer contribution / active EE | $5,659 | $4,292+31.9% | $2,542+122.7% | $2,722+107.9% |
| Participant deferral / active EE | $12,627 | $7,854+60.8% | $4,167+203.0% | $4,601+174.4% |
| Admin fee / account holder | $182 | $65+178.2% | $6,798-97.3% | $78+132.4% |