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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY INVESTMENT MGMT Service code 28 · EIN 13-3040307 | Investment Management | $586,469 |
ALIGHT SOLUTIONS LLC4 years Filed as: ALIGHT SOLUTION LLC Service code 15 · EIN 82-1061233 | Recordkeeping | $528,507 |
Filed as: FIDELITY INSTITUTIONAL ASSET MGMT Service code 28 · EIN 20-1733361 | Investment Management | $443,154 |
LOOMIS SAYLES6+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $255,803 |
KENNEDY CAPITAL MANAGEMENT6+ years Service code 28 · EIN 43-1225960 | Investment Management | $221,512 |
WILLIS TOWERS WATSON US LLC5 years Filed as: TOWER WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $156,169 |
WILLIS TOWERS WATSON US LLC5 years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 27 · EIN 52-1868818 | Advisory (Plan) | $133,750 |
WELLS FARGO BANK, N.A.6+ years Service code 18 · EIN 94-1347393 | Trustee (directed); Trustee (bank, tr... | $117,960 |
Service code 28 · EIN 59-3418454 | Investment Management | $75,656 |
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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 | $454,052-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 18.4%-18.4pp | 0.0%0pp |
| Annual return | 21.69% | 19.39%+2.3pp | 8.95%+12.7pp | 19.39%+2.3pp |
| Employer contribution / active EE | $7,289 | $8,446-13.7% | $46,559-84.3% | $8,446-13.7% |
| Participant deferral / active EE | $0 | $353-100.0% | $131-100.0% | $353-100.0% |
| Admin fee / account holder | $0 | $0 | $19,831-100.0% | - |