Filed December 22, 2010 (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 |
|---|---|---|
MERCER7+ years Service code 15 · EIN 13-2834414 | Recordkeeping | $976,702 |
NORTHERN TRUST COMPANY7+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $654,477 |
PGIM INVESTMENTS7+ years Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 13-2631108 | Investment Management | $543,149 |
NISA INVESTMENT ADVISORS, LLC7+ years Filed as: NISA INVESTMENT ADVISORS LLC Service code 27 · EIN 48-1140940 | Advisory (Plan) | $493,856 |
THE VANGUARD GROUP, INC.7+ years Filed as: VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $390,985 |
DODGE & COX7+ years Service code 28 · EIN 94-1441976 | Investment Management | $298,036 |
RUSSELL TRUST COMPANY7+ years Filed as: RUSSELL INVESTMENTS Service code 27 · EIN 91-1175091 | Advisory (Plan) | $221,301 |
ROTHSCHILD ASSET MANAGEMENT7+ years Filed as: ROTHSCHILD ASSET MANAGEMENT INC. Service code 51 · EIN 13-2544634 | Investment Mgmt Fees | $196,284 |
BLACKROCK1 year Service code 21 · EIN 94-3112180 | Bank Trustee | $155,169 |
BDO USA, LLP5 years Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $60,915 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $444,552-100.0% | $397,815-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 3.7%-3.7pp | 33.6%-33.6pp | 3.7%-3.7pp |
| Annual return | 1.49% | 15.63%-14.1pp | 9.74%-8.2pp | 15.63%-14.1pp |
| Employer contribution / active EE | $0 | $11,476-100.0% | $39,474-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $0 | $1,127-100.0% | $135-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $10,161-100.0% | $429-100.0% |