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 |
|---|---|---|
MERCER7+ years Service code 11 · EIN 13-2834414 | Actuarial | $392,458 |
AMERICAN FUNDS1 year Filed as: WELLINGTON INT QUAL GROWTH FUND Service code 28 · EIN 46-3226461 | Investment Management | $105,576 |
ERNST & YOUNG LLP1 year Filed as: ERNST AND YOUNG LLP Service code 10 · EIN 34-6565596 | Accounting | $101,016 |
WELLINGTON TRUST COMPANY7+ years Filed as: WELLINGTON MICRO CAP FUND Service code 28 · EIN 20-3460618 | Investment Management | $90,203 |
JPMORGAN INVEST HOLDINGS LLC7+ years Filed as: JPMCB LONG CREDIT FUND Service code 28 · EIN 13-4027152 | Investment Management | $58,390 |
Filed as: JP MORGAN CHASE BANK Service code 21 · EIN 13-4994650 | Bank Trustee | $45,138 |
Filed as: JPMCB LONG TREASURY FUND Service code 28 · EIN 13-4027152 | Investment Management | $45,027 |
BLACKROCK7+ years Filed as: BLACKROCK LONG DURATION CORPORATE Service code 28 · EIN 27-4520291 | Investment Management | $41,272 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $227,282-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 3.7%-3.7pp |
| Annual return | 6.01% | 35.98%-30.0pp | 10.75%-4.7pp | 15.63%-9.6pp |
| Employer contribution / active EE | $16,038 | $8,396+91.0% | $35,170-54.4% | $11,476+39.8% |
| Participant deferral / active EE | $0 | $812-100.0% | $82-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $4,611-100.0% | $429-100.0% |