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 |
|---|---|---|
Filed as: STATE STREET BANK & TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $155,460 |
Service code 28 · EIN 46-1469741 | Investment Management | $145,570 |
BLACKROCK6 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $73,948 |
FINTAN PARTNERS LLC6 years Service code 51 · EIN 20-2379035 | Investment Mgmt Fees | $1,287 |
TRUE NORTH MANAGEMENT GROUP, LLC7+ years Service code 27 · EIN 27-0087074 | Advisory (Plan) | $0 |
USRA7+ years Service code 52 · EIN 47-1438665 | Indirect Investment Fees | $0 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $0 | $227,282-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 0.0%0pp |
| Annual return | 6.39% | 13.51%-7.1pp | 10.75%-4.4pp | 13.51%-7.1pp |
| Employer contribution / active EE | $6,336 | $8,170-22.5% | $35,170-82.0% | $8,170-22.5% |
| Participant deferral / active EE | $0 | $488-100.0% | $82-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $4,611-100.0% | - |