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 MELLON2+ years Filed as: PERSHING LLC Service code 59 · EIN 13-2741729 | Shareholder Servicing | $278,523 |
HEWITT ASSOCIATES LLC2+ years Filed as: HEWITT FINANCIAL SERVICES LLC Service code 33 · EIN 36-3943169 | Securities brokerage; Finders' fees /... | $148,716 |
AON CONSULTING2+ years Filed as: AON HEWITT FINANCIAL ADVISORS, LLC Service code 26 · EIN 36-3943169 | Advisory (Participants) | $106,183 |
PRICEWATERHOUSECOOPERS LLP2+ years Service code 10 · EIN 13-4008324 | Accounting | $38,500 |
HEWITT ASSOCIATES LLC2+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $37,419 |
STRATEGIC BENEFIT ADVISORS2+ years Service code 13 · EIN 03-0415817 | Contract Administrator | $29,964 |
NORTHERN TRUST COMPANY2+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $16,617 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,643 | $80,211+46.7% | $74,184+58.6% | $63,975+83.9% |
| Participation rate | 95.0% | 84.2%+10.9pp | 76.6%+18.4pp | 71.1%+23.9pp |
| Annual return | 18.23% | 14.13%+4.1pp | 17.74%+0.5pp | 48.65%-30.4pp |
| Employer contribution / active EE | $2,550 | $2,553-0.1% | $2,370+7.6% | $2,182+16.9% |
| Participant deferral / active EE | $4,619 | $4,370+5.7% | $3,550+30.1% | $3,356+37.6% |
| Admin fee / account holder | $140 | $67+107.9% | $5,586-97.5% | $70+98.3% |