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 |
|---|---|---|
BLACKROCK5+ years Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 21 400 HOWARD STREET · SAN FRANCISCO, CA 94105 | Bank Trustee | $2,931,068 |
WILLIS TOWERS WATSON US LLC3 years Filed as: WILLIS TOWERS WATSON Service code 11 255 EAST FIFTH STREET · CINCINNATI, OH 45202 | Actuarial | $1,095,259 |
WELLINGTON TRUST COMPANY2 years Service code 21 280 CONGRESS STREET · BOSTON, MA 02210 | Bank Trustee | $278,798 |
ALIGHT SOLUTIONS LLC2 years Service code 11 4 OVERLOOK POINT · LINCOLNSHIRE, IL 60069 | Actuarial | $248,374 |
Filed as: PRUDENTIAL MUTUAL FUND SERVICES LLC Service code 21 4400 COMPUTER DRIVE · WESTBOROUGH, MA 01581 | Bank Trustee | $164,205 |
US BANK5+ years Service code 26 FOUNTAIN SQUARE SOUTH · CINCINNATI, OH 45202 | Advisory (Participants) | $94,631 |
PRICEWATERHOUSECOOPERS LLP2 years Service code 11 300 MADISON AVENUE · NEW YORK, NY 10017 | Actuarial | $25,000 |
STEEL OAKS INVESTMENT1 year Filed as: AK STEEL SSA INQUIRY REIMBURSEMENT Service code 13 9227 CENTRE POINTE DRIVE · WEST CHESTER, OH 45069 | Contract Administrator | $5,300 |
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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 | $682,094,093-100.0% | $133,543,011-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 0.0%0pp |
| Annual return | 21.69% | 22.40%-0.7pp | 29.77%-8.1pp | 21.83%-0.1pp |
| Employer contribution / active EE | $13,591 | $13,519+0.5% | $33,607-59.6% | $12,237+11.1% |
| Participant deferral / active EE | $0 | $806-100.0% | $96-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $3,101,387-100.0% | $835,310-100.0% | $1,551,325-100.0% |