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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | Trustee (bank, trust company, or simi... | $53,640 |
Filed as: PRINCIPAL TRUST CO. Service code 18 · EIN 51-0099493 | Trustee (bank, trust company, or simi... | $26,884 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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% | - |