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 |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,358,916 |
BLACKROCK9+ years Filed as: BLACKROCK INST. TRUST CO. N.A. Service code 21 · EIN 94-3112180 | Bank Trustee | $914,960 |
Filed as: FIDELITY INV. INST. OPS. CO., INC. Service code 15 · EIN 04-2647786 | Recordkeeping | $665,846 |
NORTHERN TRUST COMPANY9+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $566,469 |
ERNST & YOUNG LLP9+ years Service code 10 · EIN 34-6565596 | Accounting | $97,259 |
MERCER9+ years Filed as: WILLIAM M. MERCER INC. Service code 16 · EIN 13-2834414 | Consulting | $18,807 |
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 | $329,194 | $161,802+103.5% | $96,564+240.9% | $96,393+241.5% |
| Participation rate | 99.5% | 92.5%+7.0pp | 76.0%+23.5pp | 71.3%+28.2pp |
| Annual return | 19.42% | 18.41%+1.0pp | 25.89%-6.5pp | 22.88%-3.5pp |
| Employer contribution / active EE | $5,363 | $5,381-0.3% | $2,967+80.8% | $3,239+65.6% |
| Participant deferral / active EE | $12,338 | $8,927+38.2% | $4,852+154.3% | $5,455+126.2% |
| Admin fee / account holder | $166 | $61+172.4% | $8,256-98.0% | $74+124.5% |