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 |
|---|---|---|
MERCER2+ years Filed as: MERCER HR SERVICES, LLC Service code 15 · EIN 20-1932099 | Recordkeeping | $2,493,922 |
FINANCIAL ENGINES2+ years Service code 26 · EIN 94-3250323 | Advisory (Participants) | $1,377,778 |
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS ASSET MANAGEMENT, LP Service code 28 · EIN 13-3575636 | Investment Management | $1,136,204 |
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON MANAGEMENT CO. LLP Service code 51 · EIN 04-2683227 | Investment Mgmt Fees | $798,780 |
BANK OF TOKYO1 year Filed as: THE BANK OF TOKYO - MITSUBISHI Service code 50 · EIN 13-5611741 | Direct Payment | $792,898 |
BLACKROCK2+ years Service code 28 · EIN 13-3806691 | Investment Management | $765,902 |
PGIM INVESTMENTS1 year Filed as: PGIM, INC. Service code 50 · EIN 22-2540245 | Direct Payment | $695,126 |
Filed as: PRUDENTIAL Service code 50 · EIN 22-1211670 | Direct Payment | $666,577 |
PIMCO FUNDS2+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CORP. Service code 50 · EIN 33-0629048 | Direct Payment | $442,752 |
DODGE & COX2+ years Service code 28 · EIN 94-1441976 | Investment Management | $410,224 |
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 | $143,336 | $86,496+65.7% | $80,977+77.0% | $329,111-56.4% |
| Participation rate | 94.4% | 80.0%+14.4pp | 75.8%+18.6pp | 67.9%+26.5pp |
| Annual return | 9.84% | 20.13%-10.3pp | 17.11%-7.3pp | 16.35%-6.5pp |
| Employer contribution / active EE | $2,633 | $2,395+9.9% | $3,715-29.1% | $2,303+14.3% |
| Participant deferral / active EE | $7,762 | $5,350+45.1% | $5,696+36.3% | $3,682+110.8% |
| Admin fee / account holder | $201 | $69+190.0% | $5,517-96.3% | $754-73.3% |