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 | $484,351 |
WELLINGTON TRUST COMPANY4 years Filed as: WELLINGTON TRUST Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $186,642 |
Service code 28 · EIN 46-1469741 | Investment Management | $106,703 |
BLACKROCK4 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $104,675 |
Service code 28 · EIN 46-3735749 | Investment Management | $57,498 |
FINTAN PARTNERS LLC4 years Service code 51 · EIN 20-2379035 | Investment Mgmt Fees | $12,054 |
NB ALTERNATIVE ADVISORS LLC4 years Service code 99 · EIN 30-0536163 | Other Fees | $0 |
NB DYAL ADVISORS LLC2 years Filed as: NB DYAL ADVISORS, LLC Service code 52 · EIN 27-2301101 | Indirect Investment Fees | $0 |
TRUE NORTH MANAGEMENT GROUP, LLC5+ years Service code 27 · EIN 27-0087074 | Advisory (Plan) | $0 |
USRA5+ years Service code 52 · EIN 13-3891451 | Indirect Investment 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 | $69,208,052-100.0% | $428,620-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 0.0%0pp |
| Annual return | 20.58% | 15.39%+5.2pp | 20.73%-0.1pp | 24.48%-3.9pp |
| Employer contribution / active EE | $3,502 | $7,237-51.6% | $36,503-90.4% | $9,418-62.8% |
| Participant deferral / active EE | $0 | $263-100.0% | $77-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $454,372-100.0% | $7,495-100.0% | $2,968,729-100.0% |