Filed January 5, 2009
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 |
|---|---|---|
BLACKROCK3 years Filed as: BLACKROCK FINANCIAL Service code 28 · EIN 13-3806691 | Investment Management | $2,774,516 |
WILLIS TOWERS WATSON US LLC3 years Service code 13 · EIN 53-0181291 | Contract Administrator | $1,536,276 |
THE BANK OF NEW YORK MELLON7+ years Service code 18 · EIN 13-5160382 | Direct payment from the plan; Custodi... | $575,415 |
MERCER7+ years Service code 11 · EIN 13-2834414 | Actuarial | $506,945 |
DELOITTE & TOUCHE LLP3 years Filed as: DELOITTE TAX LLP Service code 10 · EIN 86-1065772 | Accounting | $108,000 |
K&L GATES3 years Filed as: K&L GATES, LLP Service code 29 · EIN 25-0921018 | Legal | $104,277 |
WITHUMSMITH+BROWN, PC4 years Filed as: FROST BROWN TODD Service code 29 · EIN 61-0722001 | Legal | $100,144 |
KPMG LLP7+ years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $88,000 |
STATE STREET GLOBAL ADVISORS3 years Service code 16 · EIN 81-4017137 | Consulting | $75,000 |
PMA DIRECT MARKETING1 year Service code 38 22404 66TH AVE S · KENT, WA 98032 | Participant Communication | $15,522 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $54,060-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.3%-3.3pp | 3.7%-3.7pp |
| Annual return | 13.33% | 7.76%+5.6pp | 36.37%-23.0pp | 15.63%-2.3pp |
| Employer contribution / active EE | $0 | $10,188-100.0% | $37,223-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $0 | $0 | $524-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $568-100.0% | $429-100.0% |