Filed July 27, 2011 (most recent of 5 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 |
|---|---|---|
PFIZER INC2 years Service code 35 · EIN 13-5315170 | Direct payment from the plan; Employe... | $2,720,495 |
FID INV INST OPS CO3+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $1,963,572 |
OFI GLOBAL TRUST COMPANY2 years Service code 28 · EIN 13-3459790 | Investment Management | $1,242,973 |
T ROWE PRICE RPS INC3+ years Filed as: T. ROWE PRICE Service code 28 · EIN 52-0556948 | Investment Management | $955,648 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET BANK AND TRUST CO Service code 28 STRUCTURED PRODUCTS · BOSTON, MA 02206 | Investment Management | $711,565 |
NORTHERN TRUST COMPANY2 years Filed as: THE NORTHERN TRUST COMPANY Service code 28 · EIN 36-1561860 | Investment Management | $633,900 |
SEI INVESTMENTS2 years Filed as: SEI INVESTMENTS CO Service code 28 · EIN 23-1707341 | Investment Management | $481,181 |
Filed as: PRUDENTIAL INS CO OF AMERICA Service code 28 200 WOOD AVENUE S. · ISELIN, NJ 08830 | Investment Management | $468,794 |
Filed as: AMERICAN GENERAL LIFE INS CO Service code 28 50 DANBURY ROAD · WILTON, CT 06897 | Investment Management | $425,040 |
Filed as: JP MORGAN CHASE BANK, N.A. Service code 28 · EIN 13-4994650 | Investment Management | $345,792 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $286,617 | $187,373+53.0% | $91,004+214.9% | $80,976+254.0% |
| Participation rate | 85.0% | 87.5%-2.5pp | 75.6%+9.4pp | 68.3%+16.7pp |
| Annual return | 17.52% | 16.95%+0.6pp | 4.60%+12.9pp | 22.91%-5.4pp |
| Employer contribution / active EE | $7,522 | $5,838+28.8% | $2,456+206.3% | $2,402+213.1% |
| Participant deferral / active EE | $13,419 | $8,375+60.2% | $3,548+278.2% | $3,848+248.7% |
| Admin fee / account holder | $70 | $91-23.8% | $5,417-98.7% | $67+3.2% |