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 |
|---|---|---|
NEWTOWER TRUST COMPANY2 years Filed as: NEW TOWER TRUST COMPANY Service code 52 · EIN 30-0872552 | Indirect Investment Fees | $73,969 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON TRUST COMPANY, N.A. Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $57,625 |
COMERICA BANK4+ years Filed as: COMERICA Service code 19 · EIN 42-1741646 | Securities Custodian | $41,463 |
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS REALTY INVESTORS, LLC Service code 52 · EIN 06-1452020 | Indirect Investment Fees | $39,673 |
INVESCO4+ years Filed as: INVESCO NATIONAL TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $38,477 |
Filed as: VOYA INVESTMENT TRUST FUND Service code 51 · EIN 06-1440627 | Investment Mgmt Fees | $27,412 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $142,732-100.0% | $568,132-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 21.0%-21.0pp | 1.2%-1.2pp |
| Annual return | 4.28% | 33.70%-29.4pp | 14.64%-10.4pp | 53.27%-49.0pp |
| Employer contribution / active EE | $15,598 | $14,473+7.8% | $41,831-62.7% | $14,774+5.6% |
| Participant deferral / active EE | $0 | $145-100.0% | $200-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $0 | $36,942-100.0% | $13,289-100.0% |