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 15 · EIN 04-2647786 | Recordkeeping | $2,190,431 |
BLACKROCK7+ years Filed as: BLACKROCK INST. TRUST CO. N.A. Service code 21 · EIN 94-3112180 | Bank Trustee | $894,345 |
NORTHERN TRUST COMPANY7+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $600,172 |
ERNST & YOUNG LLP7+ years Service code 10 · EIN 34-6565596 | Accounting | $96,936 |
MERCER7+ years Filed as: WILLIAM M. MERCER INC. Service code 16 · EIN 13-2834414 | Consulting | $13,248 |
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 | $383,081 | $171,796+123.0% | $111,319+244.1% | $106,520+259.6% |
| Participation rate | 98.8% | 88.6%+10.2pp | 77.3%+21.4pp | 71.3%+27.4pp |
| Annual return | 18.53% | 18.62%-0.1pp | 54.68%-36.1pp | 19.28%-0.8pp |
| Employer contribution / active EE | $5,153 | $4,687+9.9% | $2,732+88.6% | $2,840+81.4% |
| Participant deferral / active EE | $11,485 | $7,845+46.4% | $4,488+155.9% | $4,948+132.1% |
| Admin fee / account holder | $191 | $69+175.8% | $7,966-97.6% | $75+156.7% |