Filed October 4, 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 |
|---|---|---|
MERCER1+ years Filed as: MERCER HR SERVICES, LLC Service code 15 · EIN 20-1932099 | Recordkeeping | $2,609,979 |
Filed as: PRUDENTIAL Service code 50 · EIN 22-2540245 | Direct Payment | $1,665,859 |
FINANCIAL ENGINES1+ years Service code 26 · EIN 94-3250323 | Advisory (Participants) | $1,198,331 |
BANK OF TOKYO1+ years Filed as: THE BANK OF TOKYO MITSUBISHI Service code 50 · EIN 13-5611741 | Direct Payment | $946,930 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON MANAGEMENT CO. LLP Service code 51 · EIN 04-2683227 | Investment Mgmt Fees | $798,350 |
GOLDMAN SACHS1+ years Filed as: GOLDMAN SACHS ASSET MGT. LP Service code 50 · EIN 13-3575636 | Direct Payment | $756,093 |
PIMCO FUNDS1+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CORP. Service code 50 · EIN 33-0629048 | Direct Payment | $589,730 |
BLACKROCK1+ years Service code 28 · EIN 13-3806691 | Investment Management | $475,392 |
DODGE & COX1+ years Service code 28 · EIN 94-1441976 | Investment Management | $440,483 |
THE BANK OF NEW YORK MELLON1+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $340,144 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,560 | $85,590+58.4% | $73,309+84.9% | $69,651+94.6% |
| Participation rate | 94.1% | 78.5%+15.6pp | 74.9%+19.2pp | 66.6%+27.5pp |
| Annual return | -1.33% | 29.41%-30.7pp | 5.67%-7.0pp | 53.77%-55.1pp |
| Employer contribution / active EE | $2,768 | $2,537+9.1% | $3,237-14.5% | $2,241+23.5% |
| Participant deferral / active EE | $7,794 | $5,237+48.8% | $4,991+56.2% | $3,635+114.4% |
| Admin fee / account holder | $205 | $72+185.0% | $5,635-96.4% | $63+224.7% |