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 | $2,745,904 |
BLACKROCK6+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 28 · EIN 94-3112180 | Investment Management | $2,308,183 |
WELLINGTON TRUST COMPANY5 years Filed as: WELLINGTON MANAGEMENT Service code 28 · EIN 30-0835489 | Investment Management | $2,305,665 |
Filed as: WESTERN ASSET MANAGEMENT CO. Service code 28 · EIN 95-2705767 | Investment Management | $2,233,076 |
Filed as: METLIFE INVESTMENTS Service code 28 · EIN 20-8262386 | Investment Management | $1,772,908 |
THE BANK OF NEW YORK MELLON6+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $1,612,085 |
DODGE & COX6+ years Service code 28 · EIN 94-1441976 | Investment Management | $1,325,012 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT Service code 28 · EIN 22-2540245 | Investment Management | $1,158,944 |
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $1,070,033 |
RUSSELL TRUST COMPANY6+ years Filed as: RUSSELL IMPLEMENTATION SERVICES Service code 28 · EIN 91-0604934 | Investment Management | $892,580 |
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 | $91,826-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 4.7%-4.7pp | 0.0%0pp |
| Annual return | 14.08% | 13.80%+0.3pp | 793.01%-778.9pp | 13.80%+0.3pp |
| Employer contribution / active EE | $21,613 | $10,386+108.1% | $27,004-20.0% | $10,386+108.1% |
| Participant deferral / active EE | $0 | $448-100.0% | $154-100.0% | $448-100.0% |
| Admin fee / account holder | $0 | $0 | $4,239-100.0% | - |