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 |
|---|---|---|
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET BANK & TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $222,200 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC Service code 28 · EIN 36-3109431 | Investment Management | $203,287 |
BLACKROCK7 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $42,816 |
TRUE NORTH MANAGEMENT GROUP, LLC8+ years Service code 27 · EIN 27-0087074 | Advisory (Plan) | $0 |
USRA8+ 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,469,698-100.0% | $267,477-100.0% | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.5%-35.5pp | 0.0%0pp |
| Annual return | -23.70% | 7.68%-31.4pp | -38.86%+15.2pp | 7.68%-31.4pp |
| Employer contribution / active EE | $0 | $9,142-100.0% | $37,756-100.0% | $9,142-100.0% |
| Participant deferral / active EE | $0 | $462-100.0% | $16-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | $16,942-100.0% | $19,323-100.0% |