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 CONSULTING2+ years Filed as: AON HEWITT Service code 15 · EIN 36-2235791 | Recordkeeping | $1,850,494 |
HARDING LOEVNER LP2+ years Service code 28 · EIN 27-0684167 | Investment Management | $604,922 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $598,619 |
NISA INVESTMENT ADVISORS, LLC2+ years Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 48-1140940 | Investment Management | $549,264 |
SANDERS CAPITAL, LLC2+ years Service code 28 · EIN 27-0705845 | Investment Management | $530,464 |
GENESIS ASSET MANAGERS LLP2+ years Service code 28 · EIN 98-0425770 | Investment Management | $525,513 |
FRANKLIN TEMPLETON2+ years Filed as: FRANKLIN TEMPLETON INVESTMENTS Service code 28 ONE FRANKLIN PARKWAY · SAN MATEO, CA 944031906 | Investment Management | $465,411 |
ROCATON INVESTMENT ADVISORS, LLC2+ years Filed as: ROCATON INVESTMENT ADVISORS Service code 27 · EIN 04-3638035 | Advisory (Plan) | $451,628 |
LOOMIS SAYLES2+ years Filed as: LOOMIS, SAYLES & COMPANY, LP Service code 28 · EIN 20-8080381 | Investment Management | $449,815 |
T ROWE PRICE RPS INC2+ years Filed as: T. ROWE PRICE TRUST COMPANY Service code 21 · EIN 52-1309931 | Bank Trustee | $424,672 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $381,942,733 | $381,942,7330% | $18,392,177+1976.7% | $381,942,7330% |
| Participation rate | 0.0% | 0.0%0pp | 37.5%-37.5pp | 0.0%0pp |
| Annual return | 7.48% | 9.19%-1.7pp | 3.99%+3.5pp | 9.19%-1.7pp |
| Employer contribution / active EE | $125,881 | $12,608+898.4% | $38,279+228.8% | $12,608+898.4% |
| Participant deferral / active EE | $0 | $1,615-100.0% | $386-100.0% | $1,615-100.0% |
| Admin fee / account holder | $2,655,710 | $2,655,7100% | $140,034+1796.5% | $2,655,7100% |