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.
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| Provider | Service type | Compensation |
|---|---|---|
INTERNAL REVENUE SERVICE1+ years Service code 49 1973 RULON WHITE BLVD. · OGDEN, UT 84404 | Other Services | $3,140,000 |
Filed as: FIDELITY INVESTMENTS INST. OP. CO. Service code 15 · EIN 04-2647786 | Recordkeeping | $2,943,753 |
BLACKROCK1+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 28 · EIN 94-3112180 | Investment Management | $2,601,583 |
BLACKSTONE1+ years Filed as: BLACKSTONE REAL ESTATE ADVISORS LP Service code 28 · EIN 20-8081274 | Investment Management | $1,756,318 |
LOGAN CIRCLE PARTNERS, LP1+ years Filed as: LOGAN CIRCLE PARTNERS Service code 28 · EIN 20-8262386 | Investment Management | $1,580,903 |
THE BANK OF NEW YORK MELLON1+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $1,420,355 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON MANAGEMENT CO. Service code 28 · EIN 04-2683227 | Investment Management | $1,395,817 |
WESTERN ASSET MANAGEMENT COMPANY1+ years Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 95-2705767 | Investment Management | $1,395,185 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 28 · EIN 13-4994650 | Investment Management | $1,376,852 |
THE CARLYLE GROUP1+ years Filed as: CARLYLE INVESTMENT MANAGEMENT Service code 28 · EIN 26-1660773 | Investment Management | $1,172,021 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $47,522-100.0% | $96,302-100.0% | $47,522-100.0% |
| Participation rate | 0.0% | 9.2%-9.2pp | 8.8%-8.8pp | 9.2%-9.2pp |
| Annual return | -0.74% | -0.08%-0.7pp | -2.90%+2.2pp | -0.08%-0.7pp |
| Employer contribution / active EE | $23,675 | $7,991+196.3% | $27,990-15.4% | $7,991+196.3% |
| Participant deferral / active EE | $0 | $325-100.0% | $137-100.0% | $325-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $519-100.0% | $275-100.0% |