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: FIDELITY INVESTMENTS INST. OP. CO. Service code 15 · EIN 04-2647786 | Recordkeeping | $3,350,328 |
BLACKROCK3+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 28 · EIN 94-3112180 | Investment Management | $2,420,711 |
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON MANAGEMENT Service code 28 · EIN 30-0835489 | Investment Management | $1,898,222 |
LOGAN CIRCLE PARTNERS, LP3+ years Filed as: LOGAN CIRCLE PARTNERS Service code 28 · EIN 20-8262386 | Investment Management | $1,805,270 |
WESTERN ASSET MANAGEMENT COMPANY3+ years Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 95-2705767 | Investment Management | $1,800,389 |
THE BANK OF NEW YORK MELLON3+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $1,582,512 |
AON CONSULTING1 year Service code 11 · EIN 13-2784145 | Actuarial | $1,560,639 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT Service code 28 · EIN 22-2540245 | Investment Management | $1,337,927 |
Filed as: GUGGENHEIM PARTNERS Service code 28 · EIN 80-0644053 | Investment Management | $1,019,648 |
DODGE & COX3+ years Service code 28 · EIN 94-1441976 | Investment Management | $979,151 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $14,491,905-100.0% | $180,484-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 5.3%-5.3pp | 10.1%-10.1pp | 5.3%-5.3pp |
| Annual return | 13.60% | 1057.21%-1043.6pp | 10.53%+3.1pp | 1057.21%-1043.6pp |
| Employer contribution / active EE | $11,601 | $14,374-19.3% | $29,360-60.5% | $14,374-19.3% |
| Participant deferral / active EE | $0 | $351-100.0% | $54-100.0% | $351-100.0% |
| Admin fee / account holder | $0 | $81,210-100.0% | $1,273-100.0% | $81,210-100.0% |