Filed December 3, 2008
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 COMPANY7 years Filed as: WELLINGTON TRUST COMPANY, N.A. Service code 28 · EIN 04-2755549 | Investment Management | $151,489 |
Filed as: VOYA INVESTMENT TRUST COMPANY Service code 28 · EIN 06-1440627 | Investment Management | $127,294 |
NEWTOWER TRUST COMPANY8 years Filed as: NEW TOWER TRUST COMPANY Service code 28 · EIN 30-0872552 | Investment Management | $93,601 |
COMERICA BANK10+ years Filed as: COMERICA Service code 19 · EIN 42-1741646 | Securities Custodian | $54,876 |
UBS FINANCIAL SERVICES INC10+ years Filed as: UBS REALTY INVESTORS, LLC Service code 28 · EIN 06-1452020 | Investment Management | $25,680 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $396,305-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 14.0%-14.0pp | 0.0%0pp |
| Annual return | 5.20% | 10.52%-5.3pp | 96.17%-91.0pp | 10.52%-5.3pp |
| Employer contribution / active EE | $26,645 | $15,140+76.0% | $25,602+4.1% | $15,140+76.0% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $292-100.0% | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | $3,725-100.0% | - |