Filed February 25, 2014 (most recent of 4 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 |
|---|---|---|
Service code 28 · EIN 52-1200960 | Investment Management | $547,596 |
Service code 28 · EIN 46-1469741 | Investment Management | $465,145 |
BLACKROCK3 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $182,661 |
WELLINGTON TRUST COMPANY3 years Filed as: WELLINGTON TRUST Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $170,204 |
Service code 28 · EIN 46-3735749 | Investment Management | $157,181 |
THE BANK OF NEW YORK MELLON3 years Filed as: BNY MELLON INVESTMENT MGMT CAYMAN Service code 51 | Investment Mgmt Fees | $80,354 |
Filed as: PRUDENTIAL TRUST CO. Service code 28 · EIN 23-6994310 | Investment Management | $59,317 |
MONDRIAN INVESTMENT GROUP3 years Filed as: MONDRIAN INVESTMENT GROUP (U.S.) Service code 28 · EIN 56-2475915 | Investment Management | $33,750 |
FINTAN PARTNERS LLC3 years Service code 51 · EIN 20-2379035 | Investment Mgmt Fees | $17,573 |
NB ALTERNATIVE ADVISORS LLC3 years Service code 99 · EIN 30-0536163 | Other Fees | $0 |
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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 | $0 | $7,764,297-100.0% | $436,953-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 0.0%0pp |
| Annual return | -3.41% | -0.93%-2.5pp | -102.04%+98.6pp | -1.95%-1.5pp |
| Employer contribution / active EE | $4,272 | $6,242-31.6% | $36,232-88.2% | $9,243-53.8% |
| Participant deferral / active EE | $0 | $325-100.0% | $47-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $12,721-100.0% | $62,356-100.0% |