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 | $2,917,294 |
BLACKROCK4+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 28 · EIN 94-3112180 | Investment Management | $2,403,893 |
WESTERN ASSET MANAGEMENT COMPANY4+ years Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 95-2705767 | Investment Management | $2,058,892 |
WELLINGTON TRUST COMPANY3 years Filed as: WELLINGTON MANAGEMENT Service code 28 · EIN 30-0835489 | Investment Management | $2,022,423 |
LOGAN CIRCLE PARTNERS, LP4+ years Filed as: LOGAN CIRCLE PARTNERS Service code 28 · EIN 20-8262385 | Investment Management | $1,769,954 |
THE BANK OF NEW YORK MELLON4+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $1,504,766 |
DODGE & COX4+ years Service code 28 · EIN 94-1441976 | Investment Management | $1,407,177 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT Service code 28 · EIN 22-2540245 | Investment Management | $1,273,905 |
RUSSELL TRUST COMPANY1 year Filed as: RUSSELL IMPLEMENTATOIN SERVICES Service code 28 · EIN 91-0604934 | Investment Management | $591,463 |
Filed as: GUGGENHEIM PARTNERS Service code 28 · EIN 80-0644053 | Investment Management | $565,491 |
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 | $7,764,297-100.0% | $476,019-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 0.0%0pp |
| Annual return | -3.73% | -1.95%-1.8pp | 4.36%-8.1pp | -1.95%-1.8pp |
| Employer contribution / active EE | $51,753 | $9,243+459.9% | $27,383+89.0% | $9,243+459.9% |
| Participant deferral / active EE | $0 | $425-100.0% | $75-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $14,020-100.0% | $62,356-100.0% |