Filed September 22, 2009 (most recent of 3 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.
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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON1+ years Filed as: PERSHING LLC Service code 50 · EIN 13-2741729 | Direct Payment | $313,389 |
HEWITT ASSOCIATES LLC1+ years Filed as: HEWITT FINANCIAL SERVICES LLC Service code 33 · EIN 36-3943169 | Direct payment from the plan; Distrib... | $166,056 |
AON CONSULTING1+ years Filed as: AON HEWITT FINANCIAL ADVISORS, LLC Service code 26 · EIN 35-2421957 | Advisory (Participants) | $120,474 |
STRATEGIC BENEFIT ADVISORS1+ years Service code 13 · EIN 03-0415817 | Contract Administrator | $40,515 |
HEWITT ASSOCIATES LLC1+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $27,554 |
PRICEWATERHOUSECOOPERS LLP1+ years Service code 10 · EIN 13-4008324 | Accounting | $24,417 |
NORTHERN TRUST COMPANY1+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $15,201 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,303 | $71,957+35.2% | $67,652+43.8% | $59,188+64.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 75.7%+24.3pp | 69.4%+30.6pp |
| Annual return | -10.86% | 8.53%-19.4pp | 6625.40%-6636.3pp | 5.51%-16.4pp |
| Employer contribution / active EE | $1,347 | $2,432-44.6% | $2,266-40.5% | $2,098-35.8% |
| Participant deferral / active EE | $6,221 | $4,211+47.7% | $3,560+74.8% | $3,265+90.6% |
| Admin fee / account holder | $133 | $64+107.7% | $4,821-97.2% | $92+44.5% |