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 CO7+ years Service code 14 · EIN 04-2647786 | Plan Administrator | $2,972,566 |
INVESCO2 years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $1,734,792 |
NORTHERN TRUST COMPANY6 years Filed as: THE NORTHERN TRUST COMPANY Service code 18 · EIN 36-1561860 | Direct payment from the plan; Investm... | $820,802 |
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE ASSOCIATES INC. Service code 28 · EIN 52-0556948 | Investment Management | $791,417 |
SEI INVESTMENTS2 years Filed as: SEI INVESTMENTS COMPANY Service code 28 · EIN 23-1707341 | Investment Management | $690,837 |
STATE STREET GLOBAL ADVISORS6 years Filed as: STATE STREET BANK AND TRUST CO Service code 28 STRUCTURED PRODUCTS · BOSTON, MA 02206 | Investment Management | $398,692 |
WELLINGTON TRUST COMPANY2 years Service code 28 · EIN 04-2755549 | Investment Management | $374,080 |
Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 28 · EIN 13-5581829 | Investment Management | $365,050 |
Filed as: PRUDENTIAL INS CO OF AMERICA Service code 28 200 WOOD AVENUE S. · ISELIN, NJ 08830 | Investment Management | $353,771 |
Filed as: NEW YORK LIFE INSURANCE COMPANY Service code 28 · EIN 13-5582869 | Investment Management | $319,151 |
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 | $398,592 | $239,209+66.6% | $106,554+274.1% | $106,520+274.2% |
| Participation rate | 99.6% | 89.6%+10.0pp | 76.1%+23.4pp | 71.3%+28.3pp |
| Annual return | 19.59% | 17.49%+2.1pp | 26.80%-7.2pp | 19.28%+0.3pp |
| Employer contribution / active EE | $16,412 | $6,641+147.1% | $2,819+482.2% | $2,840+477.8% |
| Participant deferral / active EE | $17,596 | $9,673+81.9% | $4,398+300.0% | $4,948+255.6% |
| Admin fee / account holder | $89 | $95-6.5% | $7,408-98.8% | $75+19.2% |