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 |
|---|---|---|
ALIGHT SOLUTIONS LLC2 years Filed as: ALIGHT SOLUTIONS Service code 16 · EIN 82-1061233 | Consulting | $1,070,244 |
INCOME RESEARCH & MANAGEMENT2 years Filed as: INCOME RESEARCH & MANAGMENT Service code 28 · EIN 04-2955404 | Investment Management | $579,097 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JPMORGAN CHASE BANK, N.A. Service code 21 · EIN 13-4994650 | Bank Trustee | $516,940 |
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON MANAGEMENT COMPANY Service code 28 · EIN 30-0835489 | Investment Management | $515,443 |
NEPC, LLC2 years Filed as: NEPC Service code 16 · EIN 26-1429809 | Consulting | $360,655 |
BLACKROCK2 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $254,139 |
Filed as: NISA Service code 28 · EIN 48-1140940 | Investment Management | $190,976 |
LONGVIEW PARTNERS1 year Service code 21 · EIN 98-0364114 | Bank Trustee | $188,304 |
Service code 28 · EIN 13-4064414 | Investment Management | $127,956 |
Filed as: CHAMPLAIN INVESTMENT PARTNERS Service code 28 190 BATTERY STREET · BURLINGTON, VT 05401 | Investment Management | $110,436 |
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 | $13,363-100.0% | $2,703,652-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 7.7%-7.7pp | 2.2%-2.2pp |
| Annual return | 11.14% | 9.11%+2.0pp | 7.26%+3.9pp | 9.11%+2.0pp |
| Employer contribution / active EE | $0 | $12,231-100.0% | $34,949-100.0% | $12,231-100.0% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $86-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | - | $125-100.0% |