Filed March 30, 2010
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 64 · EIN 04-3532603 | Recordkeeping Fees | $1,339,476 |
MERCER6 years Filed as: MERCER INVESTMENT CONSULTING, INC. Service code 38 · EIN 13-2834414 | Participant Communication | $293,053 |
WEAVER AND TIDWELL, LLP8 years Service code 10 · EIN 75-0786316 | Accounting | $32,550 |
QDRO CONSULTANTS COMPANY, LLC10+ years Service code 16 · EIN 34-1820650 | Consulting | $13,050 |
NORTHERN TRUST COMPANY6 years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $7,561 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,956 | $106,553+74.5% | $153,741+21.0% | $106,553+74.5% |
| Participation rate | 97.9% | 69.8%+28.0pp | 77.1%+20.8pp | 69.8%+28.0pp |
| Annual return | 11.85% | 17.37%-5.5pp | 15.71%-3.9pp | 17.37%-5.5pp |
| Employer contribution / active EE | $7,298 | $3,359+117.3% | $5,042+44.8% | $3,359+117.3% |
| Participant deferral / active EE | $10,985 | $5,562+97.5% | $6,757+62.6% | $5,562+97.5% |
| Admin fee / account holder | $69 | $80-13.0% | $12,749-99.5% | $80-13.0% |