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 |
|---|---|---|
NORTHERN TRUST COMPANY2 years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $1,302 |
SEI INVESTMENTS2 years Service code 28 · EIN 23-1707341 | Investment Management | $1,233 |
INVESCO1 year Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $1,182 |
WELLINGTON TRUST COMPANY1 year Service code 28 · EIN 04-2755549 | Investment Management | $408 |
FID INV INST OPS CO6+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $200 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 28 · EIN 94-3112180 | Investment Management | $51 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,818 | $118,708+2.6% | $98,920+23.1% | $158,988-23.4% |
| Participation rate | 78.9% | 77.8%+1.1pp | 76.0%+2.9pp | 82.0%-3.0pp |
| Annual return | 13.37% | 372.49%-359.1pp | 196.47%-183.1pp | 303.00%-289.6pp |
| Employer contribution / active EE | $2,093 | $3,334-37.2% | $2,689-22.2% | $4,763-56.1% |
| Participant deferral / active EE | $7,487 | $5,089+47.1% | $4,245+76.4% | $5,983+25.1% |
| Admin fee / account holder | $10 | $10,134-99.9% | $6,643-99.8% | $11,252-99.9% |