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 |
|---|---|---|
BLACKROCK2+ years Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 21 400 HOWARD STREET · SAN FRANCISCO, CA 94105 | Bank Trustee | $1,942,383 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 21 1585 BROADWAY · NYC, NY 10036 | Bank Trustee | $1,585,130 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: JP MORGAN Service code 21 500 STATON CHRISTIANA ROAD · NEWARK, DE 19713 | Bank Trustee | $1,310,151 |
US BANK2+ years Service code 26 FOUNTAIN SQUARE SOUTH · CINCINNATI, OH 45202 | Advisory (Participants) | $607,323 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON Service code 11 255 EAST FIFTH STREET · CINCINNATI, OH 45202 | Actuarial | $539,119 |
MERCER2+ years Service code 21 · EIN 61-0736136 | Bank Trustee | $327,083 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS CAPITAL MANAGEMENT Service code 21 525 MARKET STREET 10TH FLOOR · SAN FRANCISCO, CA 94105 | Bank Trustee | $309,624 |
AK STEEL PAYROLL EMPLOYEE2+ years Service code 13 9227 CENTRE POINTE DRIVE · WEST CHESTER, OH 45069 | Contract Administrator | $51,784 |
Filed as: PWC Service code 21 · EIN 13-4008324 | Bank Trustee | $50,000 |
SALIX2+ years Service code 13 5712 CARTHAGE AVENUE · CINCINNATI, OH 56323 | Contract Administrator | $14,641 |
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Participant contribution per participant 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.
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 | $381,942,733-100.0% | $151,941-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 0.0%0pp |
| Annual return | 7.89% | 6.04%+1.8pp | 5.44%+2.4pp | 9.19%-1.3pp |
| Employer contribution / active EE | $7,202 | $12,925-44.3% | $25,481-71.7% | $12,608-42.9% |
| Participant deferral / active EE | $0 | $746-100.0% | $65-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $11,765-100.0% | $2,655,710-100.0% |