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 |
|---|---|---|
BLACKROCK6+ years Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 21 400 HOWARD STREET · SAN FRANCISCO, CA 94105 | Bank Trustee | $1,310,016 |
Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $482,913 |
ALIGHT SOLUTIONS LLC3 years Service code 11 4 OVERLOOK POINT · LINCOLNSHIRE, IL 60069 | Actuarial | $155,999 |
Filed as: PRUDENTIAL MUTUAL FUND SERVICES LLC Service code 21 4400 COMPUTER DRIVE · WESTBOROUGH, MA 01581 | Bank Trustee | $69,904 |
WELLINGTON TRUST COMPANY3 years Service code 21 280 CONGRESS STREET · BOSTON, MA 02210 | Bank Trustee | $68,350 |
Filed as: SEI INVESTMENT MANAGEMENT CORP Service code 51 · EIN 04-2452803 | Investment Mgmt Fees | $30,905 |
US BANK6+ years Service code 26 FOUNTAIN SQUARE SOUTH · CINCINNATI, OH 45202 | Advisory (Participants) | $23,092 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $477,209-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.0%0pp |
| Annual return | 24.62% | 24.77%-0.2pp | -2.84%+27.5pp | 12.86%+11.8pp |
| Employer contribution / active EE | $17,899 | $13,270+34.9% | $33,329-46.3% | $13,687+30.8% |
| Participant deferral / active EE | $0 | $799-100.0% | $51-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $2,475-100.0% | - |