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.
| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO4+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $2,901,772 |
OFI GLOBAL TRUST COMPANY3 years Service code 28 · EIN 13-3459790 | Investment Management | $1,494,031 |
T ROWE PRICE RPS INC4+ years Filed as: T. ROWE PRICE Service code 28 · EIN 52-0556948 | Investment Management | $987,766 |
NORTHERN TRUST COMPANY3 years Filed as: THE NORTHERN TRUST COMPANY Service code 28 · EIN 36-1561860 | Investment Management | $670,026 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET BANK AND TRUST CO Service code 28 STRUCTURED PRODUCTS · BOSTON, MA 02206 | Investment Management | $575,046 |
SEI INVESTMENTS3 years Filed as: SEI INVESTMENTS CO Service code 28 · EIN 23-1707341 | Investment Management | $485,481 |
Filed as: PRUDENTIAL INS CO OF AMERICA Service code 28 200 WOOD AVENUE S. · ISELIN, NJ 08830 | Investment Management | $438,230 |
Filed as: AMERICAN GENERAL LIFE INS CO Service code 28 50 DANBURY ROAD · WILTON, CT 06897 | Investment Management | $375,826 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JP MORGAN CHASE BANK, N.A. Service code 28 · EIN 13-4994650 | Investment Management | $320,892 |
Filed as: NEW YORK LIFE INSURANCE COMPANY Service code 28 · EIN 13-5582869 | Investment Management | $313,011 |
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 | $262,196 | $173,253+51.3% | $80,022+227.7% | $73,367+257.4% |
| Participation rate | 99.4% | 88.8%+10.5pp | 75.8%+23.5pp | 69.5%+29.9pp |
| Annual return | 6.72% | -2.12%+8.8pp | 11.22%-4.5pp | 173.45%-166.7pp |
| Employer contribution / active EE | $14,522 | $6,338+129.1% | $2,468+488.4% | $2,499+481.1% |
| Participant deferral / active EE | $14,789 | $8,893+66.3% | $3,686+301.3% | $4,033+266.7% |
| Admin fee / account holder | $104 | $90+15.3% | $6,521-98.4% | $68+51.6% |