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 | $2,177,554 |
BLACKROCK8+ years Filed as: BLACKROCK INST. TRUST CO. N.A. Service code 21 · EIN 94-3112180 | Bank Trustee | $892,721 |
NORTHERN TRUST COMPANY8+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $606,497 |
ERNST & YOUNG LLP8+ years Service code 10 · EIN 34-6565596 | Accounting | $96,936 |
HUNTON ANDREWS KURTH LLP4 years Filed as: HUNTON ANDREWS KURTH Service code 29 · EIN 54-0572269 | Legal | $50,378 |
MERCER8+ years Filed as: WILLIAM M. MERCER INC. Service code 16 · EIN 13-2834414 | Consulting | $7,400 |
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 | $291,350 | $138,331+110.6% | $86,717+236.0% | $89,433+225.8% |
| Participation rate | 99.4% | 88.9%+10.5pp | 76.6%+22.8pp | 71.3%+28.1pp |
| Annual return | -16.90% | -11.72%-5.2pp | 35.97%-52.9pp | -11.88%-5.0pp |
| Employer contribution / active EE | $5,248 | $4,812+9.1% | $2,837+85.0% | $3,021+73.7% |
| Participant deferral / active EE | $11,724 | $8,027+46.1% | $4,657+151.8% | $5,125+128.8% |
| Admin fee / account holder | $181 | $64+181.9% | $7,494-97.6% | $79+127.6% |