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 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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% | $158,966-23.4% |
| 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 | 302.95%-289.6pp |
| Employer contribution / active EE | $2,093 | $3,334-37.2% | $2,689-22.2% | $4,762-56.0% |
| 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% | $11,250-99.9% |