Filed February 26, 2009 (most recent of 3 filings on file)
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.
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1+ years Filed as: AON HEWITT Service code 15 · EIN 36-2235791 | Recordkeeping | $1,904,019 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $632,381 |
FRANKLIN TEMPLETON1+ years Filed as: FRANKLIN TEMPLETON INVESTMENTS Service code 28 ONE FRANKLIN PARKWAY · SAN MATEO, CA 944031906 | Investment Management | $624,517 |
HARDING LOEVNER LP1+ years Service code 28 · EIN 27-0684167 | Investment Management | $603,973 |
NISA INVESTMENT ADVISORS, LLC1+ years Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 48-1140940 | Investment Management | $558,086 |
GENESIS ASSET MANAGERS LLP1+ years Service code 28 · EIN 98-0425770 | Investment Management | $534,893 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $532,214 |
SANDERS CAPITAL, LLC1+ years Service code 28 · EIN 27-0705845 | Investment Management | $502,877 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JPMORGAN CHASE BANK NA Service code 21 · EIN 13-4994650 | Bank Trustee | $501,856 |
LOOMIS SAYLES1+ years Filed as: LOOMIS, SAYLES & COMPANY, LP Service code 28 · EIN 04-3200030 | Investment Management | $473,047 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,096,330-100.0% | $186,087-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.8%-37.8pp | 0.0%0pp |
| Annual return | -3.24% | 1.67%-4.9pp | -2.13%-1.1pp | 1.67%-4.9pp |
| Employer contribution / active EE | $0 | $10,506-100.0% | $34,127-100.0% | $10,506-100.0% |
| Participant deferral / active EE | $0 | $1,562-100.0% | $131-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $941-100.0% | $66,276-100.0% |