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 |
|---|---|---|
INVESCO2 years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $1,219 |
NORTHERN TRUST COMPANY3 years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $1,174 |
WELLINGTON TRUST COMPANY2 years Service code 28 · EIN 04-2755549 | Investment Management | $537 |
FID INV INST OPS CO7+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $75 |
BLACKROCK2 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 28 · EIN 94-3112180 | Investment Management | $58 |
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $127,790-100.0% | $106,554-100.0% | $167,560-100.0% |
| Participation rate | 0.0% | 78.3%-78.3pp | 76.1%-76.1pp | 82.1%-82.1pp |
| Annual return | -88.55% | 33.88%-122.4pp | 26.80%-115.3pp | 478.94%-567.5pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,819-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $0 | $5,088-100.0% | $4,398-100.0% | $6,343-100.0% |
| Admin fee / account holder | $0 | $11,231-100.0% | $7,408-100.0% | $12,317-100.0% |