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 |
|---|---|---|
Service code 10 · EIN 53-0181291 | Accounting | $103,210 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 20-8764829 | Recordkeeping | $36,749 |
BRANDES INVESTMENT PARTNERS5+ years Filed as: BRANDES INVESTMENT PARTNERS LP Service code 28 · EIN 33-0704072 | Investment Management | $11,290 |
SLC MANAGEMENT1 year Service code 27 · EIN 68-0635051 | Advisory (Plan) | $9,013 |
NORTHERN TRUST COMPANY2 years Filed as: NORTHERN TRUST Service code 49 · EIN 36-3046063 | Other Services | $7,470 |
WESTFIELD CAPITAL MANAGEMENT5+ years Service code 28 · EIN 80-0175963 | Investment Management | $7,319 |
BMO HARRIS BANK NA5+ years Service code 25 · EIN 36-2085229 | Directed Trustee | $4,474 |
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Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
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 | $146,112-100.0% | $133,543,011-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 27.0%-27.0pp | 8.0%-8.0pp | 47.3%-47.3pp |
| Annual return | -99.82% | 4.63%-104.4pp | 29.77%-129.6pp | 12.16%-112.0pp |
| Employer contribution / active EE | $0 | $51,918-100.0% | $33,607-100.0% | $44,747-100.0% |
| Participant deferral / active EE | $0 | $59-100.0% | $96-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $282,686-100.0% | $835,310-100.0% | $17,640-100.0% |