Filed October 26, 2007 (most recent of 3 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.
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| Provider | Service type | Compensation |
|---|---|---|
WELLINGTON TRUST COMPANY3 years Filed as: WELLINGTON MANAGEMENT CO. LLP Service code 28 · EIN 04-2683227 | Investment Management | $997,797 |
NORTHWEST PLAN SERVICES, INC.4+ years Service code 13 · EIN 91-2090931 | Contract Administrator | $971,135 |
ARROWSTREET CAPITAL4+ years Filed as: ARROWSTREET CAPITAL, L.P. Service code 28 · EIN 04-3472863 | Investment Management | $701,111 |
NORTHERN TRUST COMPANY4+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $497,348 |
WESTERN ASSET MANAGEMENT COMPANY4+ years Service code 28 · EIN 95-2705767 | Investment Management | $259,586 |
STRATEGIC BENEFIT ADVISORS4+ years Filed as: STRATEGIC BENEFITS ADVISORS, INC Service code 11 · EIN 03-0415817 | Actuarial | $78,217 |
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON INV SERVICE INC Service code 28 · EIN 52-1868818 | Investment Management | $71,409 |
SMITH COMMUNICATION PARTNERS2 years Filed as: SMITH COMMUNICATION PARTNERS, INC. Service code 38 · EIN 20-2894624 | Participant Communication | $63,202 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $42,679 |
JELLYVISION LAB, INC.2 years Service code 38 · EIN 36-4442819 | Participant Communication | $42,000 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,682 | $127,796+3.8% | $76,768+72.8% | $73,367+80.8% |
| Participation rate | 96.4% | 88.2%+8.2pp | 77.0%+19.4pp | 69.5%+26.9pp |
| Annual return | -4.11% | -2.31%-1.8pp | 2.43%-6.5pp | 173.45%-177.6pp |
| Employer contribution / active EE | $5,342 | $3,931+35.9% | $2,485+114.9% | $2,499+113.8% |
| Participant deferral / active EE | $7,935 | $6,924+14.6% | $3,852+106.0% | $4,033+96.8% |
| Admin fee / account holder | $188 | $66+183.6% | $6,676-97.2% | $68+175.4% |