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.
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| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC4 years Service code 15 · EIN 82-1061233 | Recordkeeping | $488,410 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INSTITUTIONAL ASSET MGMT Service code 28 · EIN 20-1733361 | Investment Management | $389,341 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY INVESTMENT MGMT Service code 28 · EIN 13-3040307 | Investment Management | $326,434 |
LOOMIS SAYLES10+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $187,961 |
WILLIS TOWERS WATSON US LLC9 years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 27 · EIN 52-1868818 | Advisory (Plan) | $169,081 |
KENNEDY CAPITAL MANAGEMENT3 years Filed as: KENNEDY CAPITAL MANAGEMENT LLC Service code 28 · EIN 43-1225960 | Investment Management | $128,278 |
Filed as: PRINCIPAL TRUST CO. Service code 18 · EIN 51-0099493 | Custodial (other than securities); Tr... | $105,994 |
WILLIS TOWERS WATSON US LLC4 years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $70,881 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $284,260-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 17.2%-17.2pp | 0.0%0pp |
| Annual return | 7.59% | 9.04%-1.5pp | 44.37%-36.8pp | 9.04%-1.5pp |
| Employer contribution / active EE | $5,129 | $14,127-63.7% | $36,004-85.8% | $14,127-63.7% |
| Participant deferral / active EE | $0 | $665-100.0% | $159-100.0% | $665-100.0% |
| Admin fee / account holder | $0 | $0 | $266,169-100.0% | - |