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 |
|---|---|---|
BLACKSTONE4+ years Service code 28 345 PARK AVENUE · NEW YORK, NY 10154 | Investment Management | $2,712,677 |
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON PENNSYLVANIA INC. Service code 11 · EIN 23-1159360 | Actuarial | $1,592,317 |
HARDING LOEVNER LP4+ years Service code 51 · EIN 27-0684167 | Investment Mgmt Fees | $688,545 |
Filed as: MFS GLOBAL Service code 28 · EIN 04-6551724 | Investment Management | $679,569 |
EDGEWOOD MANAGEMENT LLC4+ years Service code 27 · EIN 20-4044179 | Advisory (Plan) | $671,921 |
NORTHERN TRUST COMPANY4+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $641,101 |
APOLLO NRP II3 years Service code 28 · EIN 38-3953831 | Investment Management | $625,934 |
EAGLE CAPITAL MANAGEMENT, LLC4+ years Service code 28 · EIN 22-3361201 | Investment Management | $554,683 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES TRUST COMPANY LLC Service code 28 · EIN 20-8080381 | Investment Management | $457,801 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN LEWIS & BOCKIUS Service code 29 · EIN 23-0891050 | Legal | $353,521 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $227,282-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 0.0%0pp |
| Annual return | 13.92% | 13.51%+0.4pp | 10.75%+3.2pp | 13.51%+0.4pp |
| Employer contribution / active EE | $0 | $8,170-100.0% | $35,170-100.0% | $8,170-100.0% |
| Participant deferral / active EE | $0 | $488-100.0% | $82-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $4,611-100.0% | - |