Filed May 21, 2012 (most recent of 4 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 |
|---|---|---|
Filed as: THE PRUDENTIAL INSURANCE Service code 13 · EIN 22-1211670 | Contract Administrator | $2,659,204,728 |
Filed as: FMR LLC Service code 15 · EIN 04-3532603 | Recordkeeping | $3,239,491 |
WELLINGTON TRUST COMPANY9 years Filed as: WELLINGTON MANAGEMENT Service code 28 · EIN 30-0835489 | Investment Management | $2,230,348 |
THE BANK OF NEW YORK MELLON10+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $1,902,043 |
PGIM INVESTMENTS4 years Filed as: PGIM, INC. Service code 28 · EIN 22-2540245 | Investment Management | $1,862,355 |
DODGE & COX10+ years Service code 28 · EIN 94-1441976 | Investment Management | $1,163,195 |
LOGAN CIRCLE PARTNERS, LP4 years Filed as: LOGAN CIRCLE PARTNERS LP Service code 13 · EIN 20-8285225 | Contract Administrator | $1,111,864 |
AON CONSULTING8 years Service code 11 · EIN 13-2784145 | Actuarial | $951,484 |
STATE STREET GLOBAL ADVISORS10+ years Filed as: FRANK RUSSELL COMPANY Service code 17 · EIN 91-0604934 | Pension Consulting | $874,174 |
Filed as: ROBECO INSTITUTIONAL ASSET MGMT Service code 28 · EIN 13-3200244 | Investment Management | $458,029 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $148,078-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.4%-5.4pp | 0.0%0pp |
| Annual return | -0.77% | 8.85%-9.6pp | 6.70%-7.5pp | 8.85%-9.6pp |
| Employer contribution / active EE | $12,288 | $8,529+44.1% | $25,217-51.3% | $8,529+44.1% |
| Participant deferral / active EE | $0 | $399-100.0% | $47-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | $7,182-100.0% | - |