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 LLC1 year Service code 15 · EIN 82-1061233 | Recordkeeping | $530,461 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN STANLEY INVESTMENT MGMT Service code 28 · EIN 13-3040307 | Investment Management | $473,000 |
Filed as: FIDELITY INSTITUTIONAL ASSET MGMT Service code 28 · EIN 20-1733361 | Investment Management | $431,348 |
KENNEDY CAPITAL MANAGEMENT7+ years Service code 28 · EIN 43-1225960 | Investment Management | $309,942 |
LOOMIS SAYLES7+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $275,872 |
WILLIS TOWERS WATSON US LLC6 years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 27 · EIN 52-1868818 | Advisory (Plan) | $157,331 |
Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $55,963 |
WELLS FARGO BANK, N.A.7+ years Service code 18 · EIN 94-1347393 | Custodial (other than securities); Cu... | $53,640 |
Filed as: PRINCIPAL TRUST CO. Service code 18 · EIN 51-0099493 | Trustee (directed); Trustee (bank, tr... | $26,884 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $788,447-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 21.4%-21.4pp | 0.0%0pp |
| Annual return | -20.56% | -14.80%-5.8pp | -3.21%-17.3pp | -14.80%-5.8pp |
| Employer contribution / active EE | $7,785 | $8,996-13.5% | $46,051-83.1% | $8,996-13.5% |
| Participant deferral / active EE | $0 | $455-100.0% | $31-100.0% | $455-100.0% |
| Admin fee / account holder | $0 | $0 | $46,258-100.0% | - |