Filed March 18, 2011
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.
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| Provider | Service type | Compensation |
|---|---|---|
MERCER4+ years Service code 11 · EIN 13-2834414 | Actuarial | $241,705 |
WELLINGTON TRUST COMPANY4+ years Filed as: WELLINGTON MICRO CAP FUND Service code 28 · EIN 20-3460618 | Investment Management | $86,958 |
JPMORGAN INVEST HOLDINGS LLC4+ years Filed as: JPMCB LONG CREDIT FUND Service code 28 · EIN 13-4027152 | Investment Management | $80,574 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: JP MORGAN Service code 21 · EIN 13-4994650 | Bank Trustee | $65,016 |
ERNST & YOUNG LLP4+ years Filed as: ERNST AND YOUNG Service code 10 · EIN 34-6565596 | Accounting | $44,960 |
BLACKROCK4+ years Filed as: BLACKROCK LONG DURATION CORPORATE Service code 28 · EIN 27-4520291 | Investment Management | $42,234 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $58,400,878-100.0% | $436,953-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 0.0%0pp |
| Annual return | -3.53% | 9.64%-13.2pp | -102.04%+98.5pp | 33.37%-36.9pp |
| Employer contribution / active EE | $14,177 | $8,034+76.5% | $36,232-60.9% | $11,253+26.0% |
| Participant deferral / active EE | $0 | $572-100.0% | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $292,663-100.0% | $12,721-100.0% | $99,113-100.0% |