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 CO9+ years Service code 14 · EIN 04-2647786 | Plan Administrator | $2,775,237 |
T ROWE PRICE RPS INC4 years Filed as: T. ROWE PRICE ASSOCIATES INC. Service code 28 · EIN 52-0556948 | Investment Management | $965,477 |
WELLINGTON TRUST COMPANY4 years Service code 28 · EIN 04-2755549 | Investment Management | $943,748 |
INVESCO4 years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $638,315 |
AB FUNDS1 year Filed as: ALLIANCE BERNSTEIN Service code 28 · EIN 13-4064930 | Investment Management | $612,901 |
SEI INVESTMENTS4 years Filed as: SEI INVESTMENTS COMPANY Service code 28 · EIN 23-1707341 | Investment Management | $480,085 |
STATE STREET GLOBAL ADVISORS8 years Filed as: STATE STREET BANK AND TRUST CO Service code 28 STRUCTURED PRODUCTS · BOSTON, MA 02206 | Investment Management | $336,316 |
STATE STREET GLOBAL ADVISORS9+ years Service code 28 · EIN 04-1867445 | Investment Management | $327,454 |
Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 28 · EIN 13-5581829 | Investment Management | $308,714 |
NORTHERN TRUST COMPANY8 years Filed as: THE NORTHERN TRUST COMPANY Service code 18 · EIN 36-1561860 | Investment management fees paid direc... | $289,913 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $348,706 | $225,491+54.6% | $98,462+254.2% | $96,393+261.8% |
| Participation rate | 89.8% | 87.3%+2.5pp | 75.2%+14.6pp | 71.3%+18.5pp |
| Annual return | 13.76% | 19.53%-5.8pp | 21.20%-7.4pp | 22.88%-9.1pp |
| Employer contribution / active EE | $16,599 | $8,386+97.9% | $3,049+444.4% | $3,239+412.5% |
| Participant deferral / active EE | $17,473 | $10,872+60.7% | $4,738+268.7% | $5,455+220.3% |
| Admin fee / account holder | $91 | $87+4.8% | $8,875-99.0% | $74+23.4% |