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 |
|---|---|---|
BLACKROCK2 years Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 27 · EIN 94-3112180 | Advisory (Plan) | $372,616 |
NORTHERN TRUST COMPANY6 years Service code 21 · EIN 36-1561860 | Bank Trustee | $158,511 |
MERCER4 years Service code 27 · EIN 13-2834414 | Advisory (Plan) | $31,250 |
FID INV INST OPS CO6 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.
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 | $139,667 | $88,686+57.5% | $130,070+7.4% | $96,393+44.9% |
| Participation rate | 64.9% | 78.8%-13.9pp | 78.5%-13.6pp | 71.3%-6.4pp |
| Annual return | -1.37% | 17.57%-18.9pp | -137.40%+136.0pp | 22.88%-24.2pp |
| Employer contribution / active EE | $3,485 | $2,843+22.6% | $4,322-19.4% | $3,239+7.6% |
| Participant deferral / active EE | $5,796 | $4,908+18.1% | $5,821-0.4% | $5,455+6.2% |
| Admin fee / account holder | $1 | $60-98.4% | $10,600-100.0% | $74-98.7% |