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 year Filed as: MERCER (US), INC. Service code 15 · EIN 13-2834414 | Recordkeeping | $1,441,823 |
FINANCIAL ENGINES3+ years Service code 26 · EIN 94-3250323 | Advisory (Participants) | $1,375,924 |
WELLINGTON TRUST COMPANY3+ years Filed as: WELLINGTON MANAGEMENT CO. LLP Service code 51 · EIN 30-0835489 | Investment Mgmt Fees | $923,128 |
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 50 · EIN 13-3575636 | Direct Payment | $889,966 |
DODGE & COX3+ years Service code 28 · EIN 94-1441976 | Investment Management | $542,160 |
BANK OF TOKYO2 years Filed as: THE BANK OF TOKYO - MITSUBISHI Service code 50 · EIN 13-5611741 | Direct Payment | $525,442 |
MERCER3+ years Filed as: MERCER HR SERVICES, LLC Service code 15 | Recordkeeping | $495,404 |
PGIM INVESTMENTS2 years Filed as: PGIM, INC. Service code 50 · EIN 22-2540245 | Direct Payment | $490,964 |
Filed as: PRUDENTIAL Service code 50 · EIN 22-1211670 | Direct Payment | $468,130 |
BLACKROCK3+ years Service code 28 · EIN 13-3806691 | Investment Management | $426,569 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $181,697 | $104,862+73.3% | $90,161+101.5% | $80,976+124.4% |
| Participation rate | 94.7% | 78.9%+15.8pp | 76.9%+17.8pp | 68.3%+26.4pp |
| Annual return | -2.55% | 20.18%-22.7pp | 34.89%-37.4pp | 22.91%-25.5pp |
| Employer contribution / active EE | $2,914 | $2,724+7.0% | $3,318-12.2% | $2,402+21.3% |
| Participant deferral / active EE | $8,744 | $6,098+43.4% | $5,287+65.4% | $3,848+127.2% |
| Admin fee / account holder | $263 | $76+244.9% | $5,943-95.6% | $67+290.0% |