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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-3532603 | Recordkeeping Fees | $2,072,856 |
MERCER1 year Filed as: MERCER INVESTMENT CONSULTING, INC. Service code 38 · EIN 61-0736136 | Participant Communication | $175,067 |
QDRO CONSULTANTS COMPANY, LLC5+ years Service code 16 · EIN 34-1820650 | Consulting | $39,550 |
WEAVER AND TIDWELL, LLP3 years Service code 10 · EIN 75-0786316 | Accounting | $32,550 |
CURCIO WEBB1 year Filed as: CURCIO WEBB, LLC Service code 16 · EIN 36-4171366 | Consulting | $26,895 |
VINSON & ELKINS LLP5+ years Service code 29 · EIN 74-1183015 | Legal | $17,160 |
Service code 15 · EIN 26-4427397 | Recordkeeping | $12,230 |
NORTHERN TRUST COMPANY1 year Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $5,499 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,447 | $89,609+56.7% | $127,803+9.9% | $89,609+56.7% |
| Participation rate | 99.2% | 69.6%+29.6pp | 79.0%+20.2pp | 69.6%+29.6pp |
| Annual return | 18.02% | 33.65%-15.6pp | 26.14%-8.1pp | 33.65%-15.6pp |
| Employer contribution / active EE | $6,667 | $2,584+158.0% | $4,576+45.7% | $2,584+158.0% |
| Participant deferral / active EE | $9,372 | $4,222+122.0% | $6,023+55.6% | $4,222+122.0% |
| Admin fee / account holder | $68 | $72-4.6% | $9,399-99.3% | $72-4.6% |