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 | $350,506 |
WELLINGTON TRUST COMPANY5 years Filed as: WELLINGTON TRUST Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $195,868 |
Service code 28 · EIN 46-1469741 | Investment Management | $88,275 |
BLACKROCK5 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $87,189 |
Filed as: SIXTH STREET PARTNERS, LLC Service code 28 · EIN 46-3735749 | Investment Management | $25,903 |
FINTAN PARTNERS LLC5 years Service code 51 · EIN 20-2379035 | Investment Mgmt Fees | $6,626 |
NB ALTERNATIVE ADVISORS LLC5 years Service code 99 · EIN 30-0536163 | Other Fees | $0 |
NB DYAL ADVISORS LLC3 years Filed as: NB DYAL ADVISORS, LLC Service code 52 · EIN 27-2301101 | Indirect Investment Fees | $0 |
TRUE NORTH MANAGEMENT GROUP, LLC6+ years Service code 27 · EIN 27-0087074 | Advisory (Plan) | $0 |
USRA6+ years Service code 52 · EIN 47-1438665 | 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 | $0 | $220,428-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.0%0pp |
| Annual return | 16.44% | 13.80%+2.6pp | 90.61%-74.2pp | 13.80%+2.6pp |
| Employer contribution / active EE | $13,026 | $10,386+25.4% | $32,730-60.2% | $10,386+25.4% |
| Participant deferral / active EE | $0 | $448-100.0% | $40-100.0% | $448-100.0% |
| Admin fee / account holder | $0 | $0 | $12,805-100.0% | - |