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 COMPANY8 years Filed as: WELLINGTON MANAGEMENT Service code 28 · EIN 30-0835489 | Investment Management | $2,993,861 |
PGIM INVESTMENTS3 years Filed as: PGIM, INC. Service code 28 · EIN 22-2540245 | Investment Management | $2,670,795 |
Filed as: FMR LLC Service code 15 · EIN 04-3532603 | Recordkeeping | $2,374,948 |
BLACKROCK9+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 28 · EIN 94-3112180 | Investment Management | $2,254,099 |
THE BANK OF NEW YORK MELLON9+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $1,821,388 |
DODGE & COX9+ years Service code 28 · EIN 94-1441976 | Investment Management | $1,741,346 |
Filed as: METLIFE INVESTMENT MANAGER Service code 28 · EIN 20-8262385 | Investment Management | $1,559,706 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: JP MORGAN CHASE BANK Service code 28 · EIN 13-3200244 | Investment Management | $1,395,372 |
STATE STREET GLOBAL ADVISORS9+ years Filed as: FRANK RUSSELL COMPANY Service code 17 · EIN 91-0604934 | Pension Consulting | $932,522 |
AON CONSULTING7 years Service code 11 · EIN 13-2784145 | Actuarial | $838,369 |
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 | $80,293-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.6%-5.6pp | 0.0%0pp |
| Annual return | 8.28% | 13.18%-4.9pp | 15.31%-7.0pp | 13.18%-4.9pp |
| Employer contribution / active EE | $12,610 | $8,469+48.9% | $28,686-56.0% | $8,469+48.9% |
| Participant deferral / active EE | $0 | $322-100.0% | $126-100.0% | $322-100.0% |
| Admin fee / account holder | $0 | $0 | $456-100.0% | - |