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 |
|---|---|---|
BLACKROCK3+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO.NA Service code 21 · EIN 94-3112180 | Bank Trustee | $349,839 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BNY MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $51,300 |
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 | $1,723,788-100.0% | $127,144-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 1.9%-1.9pp | 62.9%-62.9pp | 1.9%-1.9pp |
| Annual return | 18.82% | 23.90%-5.1pp | 9.35%+9.5pp | 23.90%-5.1pp |
| Employer contribution / active EE | $0 | $16,539-100.0% | $25,504-100.0% | $16,539-100.0% |
| Participant deferral / active EE | $0 | $350-100.0% | $1,066-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $2,049-100.0% | $18,975-100.0% |