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 COMPANY7 years Filed as: WELLINGTON MANAGEMENT Service code 28 · EIN 30-0835489 | Investment Management | $3,135,218 |
PGIM INVESTMENTS2 years Filed as: PGIM, INC. Service code 28 · EIN 22-2540245 | Investment Management | $2,212,862 |
BLACKROCK8+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 28 · EIN 94-3112180 | Investment Management | $1,926,534 |
DODGE & COX8+ years Service code 28 · EIN 94-1441976 | Investment Management | $1,895,292 |
Filed as: FMR LLC Service code 15 · EIN 04-3532603 | Recordkeeping | $1,848,605 |
LOGAN CIRCLE PARTNERS, LP2 years Filed as: LOGAN CIRCLE PARTNERS LP Service code 28 · EIN 20-8262385 | Investment Management | $1,687,426 |
THE BANK OF NEW YORK MELLON8+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $1,589,413 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JP MORGAN CHASE BANK Service code 28 · EIN 13-3200244 | Investment Management | $1,426,946 |
WESTERN ASSET MANAGEMENT COMPANY8+ years Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 95-2705767 | Investment Management | $1,161,571 |
AMERICAN REALTY ADVISORS5 years Filed as: MACKAY SHIELDS Service code 28 · EIN 13-5582869 | Investment Management | $922,391 |
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 | $1,469,698-100.0% | $53,690-100.0% | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.6%-8.6pp | 0.0%0pp |
| Annual return | -18.02% | 7.68%-25.7pp | -4.80%-13.2pp | 7.68%-25.7pp |
| Employer contribution / active EE | $16,373 | $9,142+79.1% | $30,897-47.0% | $9,142+79.1% |
| Participant deferral / active EE | $0 | $462-100.0% | $64-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | $40,849-100.0% | $19,323-100.0% |