Filed April 1, 1998 (most recent of 2 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 |
|---|---|---|
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 27 · EIN 94-3112180 | Advisory (Plan) | $1,837,048 |
NORTHERN TRUST COMPANY5 years Service code 21 · EIN 36-1561860 | Bank Trustee | $345,477 |
MERCER3 years Service code 27 · EIN 13-2834414 | Advisory (Plan) | $142,500 |
FID INV INST OPS CO5 years Filed as: FID INV INSTL OPS CO Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $148,283 | $80,242+84.8% | $119,628+24.0% | $89,433+65.8% |
| Participation rate | 67.5% | 78.3%-10.7pp | 79.3%-11.7pp | 71.3%-3.8pp |
| Annual return | -6.46% | -12.97%+6.5pp | -14.98%+8.5pp | -11.88%+5.4pp |
| Employer contribution / active EE | $3,394 | $2,684+26.5% | $4,232-19.8% | $3,021+12.4% |
| Participant deferral / active EE | $5,610 | $4,686+19.7% | $5,601+0.2% | $5,125+9.5% |
| Admin fee / account holder | $9 | $66-86.1% | $10,330-99.9% | $79-88.3% |