Filed July 8, 2010 (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 COMPANY1 year Filed as: WELLINGTON MANAGEMENT COMPANY Service code 28 · EIN 30-0835489 | Investment Management | $1,201,962 |
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT SOLUTIONS Service code 16 · EIN 82-1061233 | Consulting | $970,570 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $781,775 |
Filed as: INCOME RESEARCH & MANAGMENT Service code 28 · EIN 04-2955404 | Investment Management | $644,270 |
Filed as: JPMORGAN CHASE BANK, N.A. Service code 21 · EIN 13-4994650 | Bank Trustee | $532,299 |
NEPC, LLC1 year Filed as: NEPC Service code 16 · EIN 26-1429809 | Consulting | $282,756 |
Filed as: NISA Service code 28 · EIN 48-1140940 | Investment Management | $252,587 |
Filed as: CHAMPLAIN INVESTMENT PARTNERS Service code 28 190 BATTERY STREET · BURLINGTON, VT 05401 | Investment Management | $186,751 |
Filed as: MFS INSTITUTIONAL ADVISORS, INC. Service code 28 · EIN 04-3247425 | Investment Management | $184,206 |
LONGVIEW PARTNERS1 year Filed as: LONVIEW PARTNERS Service code 21 · EIN 98-0364114 | Bank Trustee | $174,601 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | $2,278,297-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 5.6%-5.6pp | 1.5%-1.5pp |
| Annual return | -18.30% | 23.41%-41.7pp | 111.29%-129.6pp | 23.41%-41.7pp |
| Employer contribution / active EE | $0 | $12,650-100.0% | $46,003-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $62-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $0 | $14,884-100.0% |