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 |
|---|---|---|
BLACKROCK6+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO.NA Service code 21 · EIN 94-3112180 | Bank Trustee | $311,250 |
THE BANK OF NEW YORK MELLON6+ years Filed as: BNY MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $30,000 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,822,362-100.0% | $75,924-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.6%-0.6pp | 52.9%-52.9pp | 0.6%-0.6pp |
| Annual return | 22.65% | 11.45%+11.2pp | 6.78%+15.9pp | 11.45%+11.2pp |
| Employer contribution / active EE | $0 | $17,219-100.0% | $28,542-100.0% | $17,219-100.0% |
| Participant deferral / active EE | $0 | $357-100.0% | $763-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $1,754-100.0% | $15,480-100.0% |