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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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% |