Filed June 15, 2009 (most recent of 3 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 LLC3 years Service code 15 · EIN 82-1061233 | Recordkeeping | $530,028 |
Filed as: FIDELITY INSTITUTIONAL ASSET MGMT Service code 28 · EIN 20-1733361 | Investment Management | $409,855 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN STANLEY INVESTMENT MGMT Service code 28 · EIN 13-3040307 | Investment Management | $335,286 |
KENNEDY CAPITAL MANAGEMENT2 years Filed as: KENNEDY CAPITAL MANAGEMENT LLC Service code 28 · EIN 43-1225960 | Investment Management | $334,430 |
LOOMIS SAYLES9+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $271,001 |
WILLIS TOWERS WATSON US LLC8 years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 27 · EIN 52-1868818 | Advisory (Plan) | $145,166 |
Filed as: PRINCIPAL TRUST CO. Service code 18 · EIN 51-0099493 | Trustee (directed); Trustee (bank, tr... | $105,720 |
WILLIS TOWERS WATSON US LLC3 years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $81,209 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 20.49% | 5.34%+15.2pp | 9.17%+11.3pp | 9.30%+11.2pp |
| Employer contribution / active EE | $6,530 | $9,329-30.0% | $40,523-83.9% | $12,551-48.0% |
| Participant deferral / active EE | $0 | $267-100.0% | $42-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |