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 |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $458,650 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY INVESTMENT MGMT Service code 28 · EIN 13-3040307 | Investment Management | $293,508 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $171,753 |
Filed as: FIDELITY INSTITUTIONAL ASSET MGMT Service code 25 · EIN 04-3532603 | Directed Trustee | $168,415 |
Service code 28 · EIN 59-3418454 | Investment Management | $158,977 |
LOOMIS SAYLES1+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $150,051 |
CONDUENT HR CONSULTING, LLC1+ years Filed as: CONDUENT HR LLC FKA XEROX HR LLP Service code 15 · EIN 20-2185976 | Recordkeeping | $142,769 |
KENNEDY CAPITAL MANAGEMENT1+ years Service code 28 · EIN 43-1225960 | Investment Management | $131,409 |
DEMARCHE ASSOCIATES, INC.1+ years Service code 27 · EIN 43-1493130 | Advisory (Plan) | $94,325 |
HERRONPALMER1+ years Filed as: HERRON PALMER Service code 16 · EIN 45-4725418 | Consulting | $52,566 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $57,821-100.0% | $374,107-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 5.5%-5.5pp |
| Annual return | 9.30% | 7.44%+1.9pp | 4.74%+4.6pp | 5.86%+3.4pp |
| Employer contribution / active EE | $2,361 | $12,240-80.7% | $36,089-93.5% | $10,137-76.7% |
| Participant deferral / active EE | $0 | $76-100.0% | $59-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $387-100.0% | $10,677-100.0% | $387-100.0% |