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 BARNEY3+ years Filed as: MORGAN STANLEY Service code 21 1585 BROADWAY · NYC, NY 10036 | Bank Trustee | $1,464,656 |
BLACKROCK3+ years Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 21 400 HOWARD STREET · SAN FRANCISCO, CA 94105 | Bank Trustee | $1,374,030 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: JP MORGAN Service code 21 500 STATON CHRISTIANA ROAD · NEWARK, DE 19713 | Bank Trustee | $678,227 |
Filed as: ACADIAN Service code 21 260 FRANKLIN STREET · BOSTON, MA 02110 | Bank Trustee | $479,613 |
LOOMIS SAYLES1 year Service code 21 655 ATLANTIC AVENUE · BOSTON, MA 02111 | Bank Trustee | $423,369 |
WILLIAM BLAIR1 year Service code 21 150 NORTH RIVERSIDE PLAZA · CHICAGO, IL 60606 | Bank Trustee | $421,356 |
US BANK3+ years Service code 26 FOUNTAIN SQUARE SOUTH · CINCINNATI, OH 45202 | Advisory (Participants) | $303,365 |
MERCER3+ years Service code 21 · EIN 61-0736136 | Bank Trustee | $300,000 |
RICE HALL JAMES1 year Service code 21 900 BROADWAY CIRCLE · SAN DIEGO, CA 92101 | Bank Trustee | $257,562 |
Filed as: WILLIS TOWERS WATSON Service code 11 255 EAST FIFTH STREET · CINCINNATI, OH 45202 | Actuarial | $175,796 |
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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 | $0 | $144,462-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 0.0%0pp |
| Annual return | 16.41% | 15.82%+0.6pp | 16.78%-0.4pp | 17.84%-1.4pp |
| Employer contribution / active EE | $11,962 | $19,885-39.8% | $26,328-54.6% | $14,688-18.6% |
| Participant deferral / active EE | $0 | $776-100.0% | $97-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $20,893-100.0% | - |