Filed March 7, 2013
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 BARNEY4 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 20-8764829 | Recordkeeping | $342,910 |
Service code 10 · EIN 53-0181291 | Accounting | $228,206 |
SLC MANAGEMENT1 year Service code 27 · EIN 68-0635051 | Advisory (Plan) | $85,246 |
BRANDES INVESTMENT PARTNERS5+ years Filed as: BRANDES INVESTMENT PARTNERS LP Service code 28 · EIN 33-0704072 | Investment Management | $79,065 |
WESTFIELD CAPITAL MANAGEMENT5+ years Service code 28 · EIN 80-0175963 | Investment Management | $78,458 |
BMO HARRIS BANK NA5+ years Service code 25 · EIN 36-2085229 | Directed Trustee | $32,738 |
NORTHERN TRUST COMPANY2 years Filed as: NORTHERN TRUST Service code 49 · EIN 36-3046063 | Other Services | $17,460 |
ALLIED PRINTING COMPANY4 years Filed as: ALLIED PRINTING Service code 38 · EIN 38-1413441 | Participant Communication | $10,040 |
RHUMBLINE ADVISORS1 year Filed as: RHUMBLINE Service code 28 256 FRANKLIN STREET · BOSTON, MA 02110 | Investment Management | $6,630 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $3,370,408-100.0% | $133,543,011-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 1.2%-1.2pp |
| Annual return | 18.99% | 221.56%-202.6pp | 29.77%-10.8pp | 53.27%-34.3pp |
| Employer contribution / active EE | $37 | $12,096-99.7% | $33,607-99.9% | $14,774-99.7% |
| Participant deferral / active EE | $0 | $286-100.0% | $96-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $835,310-100.0% | $13,289-100.0% |