Filed October 17, 2011 (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.
| Provider | Service type | Compensation |
|---|---|---|
BLACKSTONE5+ years Service code 28 345 PARK AVENUE · NEW YORK, NY 10154 | Investment Management | $1,896,243 |
NORTHERN TRUST COMPANY5+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $632,334 |
MFS INVESTMENT MANAGEMENT4 years Filed as: MFS INSTITUTIONAL ADVISORS Service code 28 · EIN 04-3247425 | Investment Management | $602,810 |
HARDING LOEVNER LP5+ years Service code 51 · EIN 27-0684167 | Investment Mgmt Fees | $593,537 |
EDGEWOOD MANAGEMENT LLC5+ years Service code 27 · EIN 20-4044179 | Advisory (Plan) | $556,763 |
EAGLE CAPITAL MANAGEMENT, LLC5+ years Service code 28 · EIN 22-3361201 | Investment Management | $498,490 |
ROCATON INVESTMENT ADVISORS, LLC5+ years Filed as: ROCATON INVESTMENT ADVISORS Service code 17 · EIN 04-3638035 | Pension Consulting | $399,867 |
USI CONSULTING GROUP5+ years Filed as: USI CONSULTING GROUP, INC. Service code 11 · EIN 06-1053228 | Actuarial | $382,672 |
WELLINGTON TRUST COMPANY5+ years Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $370,367 |
LOOMIS SAYLES2 years Filed as: LOOMIS SAYLES TRUST COMPANY LLC Service code 28 · EIN 20-8080381 | Investment Management | $309,718 |
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.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $278,553-100.0% | $267,477-100.0% | $349,369-100.0% |
| Participation rate | 0.0% | 44.1%-44.1pp | 35.5%-35.5pp | 44.4%-44.4pp |
| Annual return | -95.67% | -41.92%-53.8pp | -38.86%-56.8pp | -14.65%-81.0pp |
| Employer contribution / active EE | $0 | $40,096-100.0% | $37,756-100.0% | $46,322-100.0% |
| Participant deferral / active EE | $0 | $13-100.0% | $16-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $15,763-100.0% | $16,942-100.0% | $14,582-100.0% |