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 |
|---|---|---|
WELLINGTON TRUST COMPANY6 years Filed as: WELLINGTON MANAGEMENT Service code 28 · EIN 30-0835489 | Investment Management | $4,082,760 |
Filed as: FMR LLC Service code 15 · EIN 04-3532603 | Recordkeeping | $3,068,634 |
DODGE & COX7+ years Service code 28 · EIN 94-1441976 | Investment Management | $2,624,319 |
WESTERN ASSET MANAGEMENT COMPANY7+ years Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 95-2705767 | Investment Management | $2,215,528 |
BLACKROCK7+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 28 · EIN 94-3112180 | Investment Management | $1,868,779 |
THE BANK OF NEW YORK MELLON7+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $1,796,460 |
Filed as: LOGAN CIRCLE PARTNERS LP Service code 28 · EIN 20-8262385 | Investment Management | $1,773,323 |
Filed as: JP MORGAN CHASE BANK Service code 28 · EIN 13-3200244 | Investment Management | $1,240,413 |
AMERICAN REALTY ADVISORS4 years Filed as: MACKAY SHIELDS Service code 28 · EIN 13-5582869 | Investment Management | $944,696 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY HY Service code 28 · EIN 13-3040307 | Investment Management | $918,195 |
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 | $54,060-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 3.3%-3.3pp | 0.0%0pp |
| Annual return | 8.76% | 13.51%-4.8pp | 36.37%-27.6pp | 13.51%-4.8pp |
| Employer contribution / active EE | $23,234 | $8,170+184.4% | $37,223-37.6% | $8,170+184.4% |
| Participant deferral / active EE | $0 | $488-100.0% | $524-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $568-100.0% | - |