Filed December 14, 2015
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 |
|---|---|---|
NOTHERN TRUST CORPORATION1+ years Filed as: NOTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $105,269 |
BAIRD FUNDS1+ years Filed as: ROBERT W. BAIRD AND COMPANY Service code 21 · EIN 39-6037917 | Bank Trustee | $92,240 |
INVESCO1+ years Filed as: INVESCO CAPITAL MANAGEMENT Service code 21 · EIN 58-1707262 | Bank Trustee | $55,697 |
WESTFIELD CAPITAL MANAGEMENT1+ years Filed as: WESTFIELD CAPITAL MANAGEMENT COMPAN Service code 21 · EIN 80-0175963 | Bank Trustee | $36,616 |
AETNA LIFE INSURANCE COMPANY1+ years Service code 21 · EIN 06-6033492 | Bank Trustee | $35,064 |
EQUITABLE ADVISORS LLC1+ years Filed as: THE EQUITABLE INSUARNCE COMPANY Service code 21 · EIN 13-5570651 | Bank Trustee | $22,525 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET RESEARCH & MANAGEMENT Service code 21 · EIN 13-3142135 | Bank Trustee | $15,556 |
BLACKROCK1+ years Filed as: BLACKROCK CORP Service code 21 · EIN 94-6052285 | Bank Trustee | $15,451 |
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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 | $14,096,330-100.0% | $219,333-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.0%0pp |
| Annual return | -2.15% | 4.01%-6.2pp | -2.01%-0.1pp | 1.67%-3.8pp |
| Employer contribution / active EE | $6,470 | $6,352+1.9% | $34,453-81.2% | $10,506-38.4% |
| Participant deferral / active EE | $2 | $452-99.6% | $34-94.3% | $1,562-99.9% |
| Admin fee / account holder | $0 | $66,276-100.0% | $5,362-100.0% | $66,276-100.0% |