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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | Direct payment from the plan; Trustee... | $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% | $98,461+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 | 21.17%-7.4pp | 22.88%-9.1pp |
| Employer contribution / active EE | $16,599 | $8,386+97.9% | $3,049+444.5% | $3,239+412.5% |
| Participant deferral / active EE | $17,473 | $10,872+60.7% | $4,738+268.8% | $5,455+220.3% |
| Admin fee / account holder | $91 | $87+4.8% | $8,961-99.0% | $74+23.4% |