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 |
|---|---|---|
BLACKROCK2+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO.NA Service code 21 · EIN 94-3112180 | Bank Trustee | $208,249 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BNY MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $51,004 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $35,636-100.0% | $110,523-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 47.6%-47.6pp | 1.8%-1.8pp |
| Annual return | 8.77% | 7.18%+1.6pp | 1.69%+7.1pp | 7.18%+1.6pp |
| Employer contribution / active EE | $0 | $13,095-100.0% | $24,295-100.0% | $13,095-100.0% |
| Participant deferral / active EE | $0 | $385-100.0% | $1,031-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $1,392-100.0% | $362-100.0% |