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 |
|---|---|---|
BLACKROCK3 years Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 27 · EIN 94-3112180 | Advisory (Plan) | $1,660,055 |
NORTHERN TRUST COMPANY7 years Service code 21 · EIN 36-1561860 | Bank Trustee | $150,603 |
MERCER5 years Service code 27 · EIN 13-2834414 | Advisory (Plan) | $125,000 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY, LLC Service code 28 · EIN 27-2037969 | Investment Management | $70,969 |
FID INV INST OPS CO7 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 | $158,331 | $96,807+63.6% | $165,100-4.1% | $106,553+48.6% |
| Participation rate | 68.9% | 79.1%-10.2pp | 78.6%-9.8pp | 69.8%-1.0pp |
| Annual return | 14.04% | 17.39%-3.4pp | 70.21%-56.2pp | 17.37%-3.3pp |
| Employer contribution / active EE | $4,295 | $2,888+48.7% | $4,348-1.2% | $3,359+27.9% |
| Participant deferral / active EE | $7,074 | $5,055+39.9% | $6,035+17.2% | $5,562+27.2% |
| Admin fee / account holder | $55 | $66-16.0% | $12,696-99.6% | $80-30.6% |