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 | $3,376,195 |
BLACKROCK5+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 28 · EIN 94-3112180 | Investment Management | $2,236,330 |
WELLINGTON TRUST COMPANY4 years Filed as: WELLINGTON MANAGEMENT Service code 28 · EIN 30-0835489 | Investment Management | $2,181,682 |
Filed as: WESTERN ASSET MANAGEMENT CO. Service code 28 · EIN 95-2705767 | Investment Management | $2,173,675 |
THE BANK OF NEW YORK MELLON5+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $1,697,294 |
Filed as: METLIFE INVESTMENTS Service code 28 · EIN 20-8262386 | Investment Management | $1,681,779 |
DODGE & COX5+ years Service code 28 · EIN 94-1441976 | Investment Management | $1,617,952 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $1,286,085 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT Service code 28 · EIN 22-2540245 | Investment Management | $1,202,284 |
AMERICAN REALTY ADVISORS1 year Filed as: MACKAY SHIELDS HY Service code 28 · EIN 13-5582869 | Investment Management | $826,730 |
Employer contribution per participant 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 | $894,319,009-100.0% | $50,635-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 6.0%-6.0pp | 0.0%0pp |
| Annual return | 17.17% | 24.48%-7.3pp | 18.06%-0.9pp | 24.48%-7.3pp |
| Employer contribution / active EE | $0 | $9,418-100.0% | $30,411-100.0% | $9,418-100.0% |
| Participant deferral / active EE | $0 | $501-100.0% | $40-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | $1,675-100.0% | $2,968,729-100.0% |