Filed December 2, 2011
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+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO.NA Service code 21 · EIN 94-3112180 | Bank Trustee | $262,845 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BNY MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $49,842 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,591-100.0% | $83,167-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.8%-0.8pp | 77.9%-77.9pp | 0.8%-0.8pp |
| Annual return | -3.06% | -0.60%-2.5pp | -0.37%-2.7pp | -0.60%-2.5pp |
| Employer contribution / active EE | $12,327 | $12,272+0.4% | $27,460-55.1% | $12,272+0.4% |
| Participant deferral / active EE | $0 | $416-100.0% | $1,021-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $3,063-100.0% | $717-100.0% |