Filed April 8, 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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 21 · EIN 13-3040307 1585 BROADWAY · NYC, NY 10036 | Bank Trustee | $3,939,314 |
BLACKROCK1+ years Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 21 · EIN 94-3112180 400 HOWARD STREET · SAN FRANCISCO, CA 94105 | Bank Trustee | $3,063,331 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: JP MORGAN Service code 21 · EIN 13-3200244 500 STATON CHRISTIANA ROAD · NEWARK, DE 19713 | Bank Trustee | $1,408,096 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS CAPITAL MANAGMENT Service code 21 · EIN 94-3112180 525 MARKET STREET 10TH FLOOR · SAN FRANCISCO, CA 94105 | Bank Trustee | $1,247,290 |
US BANK1+ years Service code 26 · EIN 31-0841368 FOUNTAIN SQUARE SOUTH · CINCINNATI, OH 45202 | Advisory (Participants) | $448,248 |
PENN CAPITAL MANAGEMENT1+ years Filed as: PENN CAPITAL MANAGMENT Service code 21 · EIN 22-2796848 THREE CAPITAL MANAGEMENT · PHILADELPHIA, PA 19112 | Bank Trustee | $153,477 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 255 EAST FIFTH STREET · CINCINNATI, OH 45202 | Actuarial | $148,336 |
MERCER1+ years Service code 21 · EIN 99-9999999 155 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Bank Trustee | $122,917 |
AK STEEL PAYROLL EMPLOYEE1+ years Service code 13 · EIN 31-1267098 9227 CENTRE POINTE DRIVE · WEST CHESTER, OH 45069 | Contract Administrator | $40,155 |
SALIX1+ years Service code 13 · EIN 31-1640906 5712 CARTHAGE AVENUE · CINCINNATI, OH 56323 | Contract Administrator | $10,892 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 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 | $4,666,522-100.0% | $522,682-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.6%-12.6pp | 0.0%0pp |
| Annual return | -3.27% | -1.23%-2.0pp | -3.43%+0.2pp | 1.67%-4.9pp |
| Employer contribution / active EE | $0 | $11,541-100.0% | $25,607-100.0% | $10,506-100.0% |
| Participant deferral / active EE | $0 | $1,138-100.0% | $77-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $88,742-100.0% | $13,511-100.0% | $66,276-100.0% |