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 |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $609,802 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY INVESTMENT MGMT Service code 28 · EIN 13-3040307 | Investment Management | $468,111 |
Service code 28 · EIN 59-3418454 | Investment Management | $271,025 |
Filed as: FIDELITY INSTITUTIONAL ASSET MGMT Service code 25 · EIN 20-1733361 | Directed Trustee | $256,053 |
KENNEDY CAPITAL MANAGEMENT2+ years Service code 28 · EIN 43-1225960 | Investment Management | $215,936 |
Filed as: CONDUENT HR SERVICES, LLC Service code 15 · EIN 20-2185976 | Recordkeeping | $186,748 |
Filed as: TOWER WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $154,293 |
LOOMIS SAYLES2+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $146,548 |
Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 27 · EIN 52-1868818 | Advisory (Plan) | $111,458 |
HERRONPALMER1 year Filed as: HERRONPALMER, LLC Service code 16 · EIN 45-4725418 | Consulting | $60,217 |
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 | $0 | $411,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 14.43% | 20.78%-6.4pp | 10.36%+4.1pp | 16.32%-1.9pp |
| Employer contribution / active EE | $1,647 | $15,647-89.5% | $37,738-95.6% | $12,766-87.1% |
| Participant deferral / active EE | $0 | $179-100.0% | $137-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $15,661-100.0% | - |