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 |
|---|---|---|
BLACKSTONE1 year Service code 28 345 PARK AVENUE · NEW YORK, NY 10154 | Investment Management | $1,630,416 |
Filed as: MORGAN LEWIS & BOCKIUS Service code 29 · EIN 23-0891050 | Legal | $946,014 |
NORTHERN TRUST COMPANY1 year Service code 21 · EIN 36-1561860 | Bank Trustee | $676,767 |
Service code 28 · EIN 22-3361201 | Investment Management | $673,430 |
EDGEWOOD MANAGEMENT LLC1 year Service code 27 · EIN 20-4044179 | Advisory (Plan) | $595,087 |
Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $590,483 |
BUCK GLOBAL, LLC1 year Filed as: BUCK GLOBAL LLC Service code 11 · EIN 13-3954297 | Actuarial | $440,720 |
Filed as: CONDUENT HR SERVICES LLC Service code 11 · EIN 16-0468020 | Actuarial | $375,353 |
Filed as: MFS INSTITUTIONAL ADVISORS Service code 28 · EIN 04-3247425 | Investment Management | $365,382 |
WELLINGTON TRUST COMPANY1 year Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $346,684 |
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 | $247,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 50.4%-50.4pp | 0.0%0pp |
| Annual return | 14.51% | 13.18%+1.3pp | 32.33%-17.8pp | 13.18%+1.3pp |
| Employer contribution / active EE | $0 | $8,469-100.0% | $33,964-100.0% | $8,469-100.0% |
| Participant deferral / active EE | $0 | $322-100.0% | $43-100.0% | $322-100.0% |
| Admin fee / account holder | $0 | $0 | $10,141-100.0% | - |