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 |
|---|---|---|
ALIGHT SOLUTIONS LLC2 years Filed as: ALIGHT SOLUTIONS, LLC Service code 15 · EIN 82-1061233 | Recordkeeping | $1,240,708 |
HARDING LOEVNER LP4+ years Service code 28 · EIN 27-0684167 | Investment Management | $594,341 |
GENESIS ASSET MANAGERS LLP4+ years Service code 28 · EIN 98-0425770 | Investment Management | $513,483 |
Service code 28 385 EAST COLORADO BLVD · PASADENA, CA 91101 | Investment Management | $505,581 |
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $498,887 |
ROCATON INVESTMENT ADVISORS, LLC4+ years Filed as: ROCATON INVESTMENT ADVISORS Service code 27 · EIN 04-3638035 | Advisory (Plan) | $487,300 |
SANDERS CAPITAL, LLC4+ years Service code 28 · EIN 27-0705845 | Investment Management | $487,273 |
NISA INVESTMENT ADVISORS, LLC4+ years Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 48-1140940 | Investment Management | $468,265 |
T ROWE PRICE RPS INC4+ years Filed as: T. ROWE PRICE TRUST COMPANY Service code 21 · EIN 52-1309931 | Bank Trustee | $434,041 |
Service code 28 · EIN 75-2403190 | Investment Management | $400,671 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $21,578,776-100.0% | $261,924-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.8%-36.8pp | 0.0%0pp |
| Annual return | -6.66% | 33.37%-40.0pp | -2.99%-3.7pp | 33.37%-40.0pp |
| Employer contribution / active EE | $0 | $11,253-100.0% | $41,623-100.0% | $11,253-100.0% |
| Participant deferral / active EE | $0 | $819-100.0% | $35-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $38,841-100.0% | $99,113-100.0% |