Filed August 3, 2012 (most recent of 3 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 |
|---|---|---|
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $782,084 |
SAINT-GOBAIN CORPORATION1+ years Filed as: SAINT GOBAIN CORPORATION Service code 21 · EIN 04-3170702 | Bank Trustee | $635,329 |
PIMCO FUNDS1+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 21 · EIN 33-0629048 | Bank Trustee | $198,673 |
CRM1+ years Filed as: CRM LLC Service code 21 · EIN 13-3977282 | Bank Trustee | $151,349 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JPMORGAN INVESTMENT MANAGEMENT INC Service code 21 · EIN 13-3200244 | Bank Trustee | $135,384 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $130,048 |
COLUMBUS CIRCLE INVESTORS1+ years Filed as: COLUMBUS CIRCLE Service code 21 · EIN 13-3441483 | Bank Trustee | $129,825 |
Filed as: PRUDENTIAL INSURANCE CO. OF AMERICA Service code 21 · EIN 22-2540245 | Bank Trustee | $122,173 |
Filed as: PYRAMIS GLOBAL ADVISORS Service code 21 · EIN 04-3532603 | Bank Trustee | $118,573 |
LAZARD ASSET MANAGEMENT1+ years Service code 21 · EIN 13-5545100 | Bank Trustee | $112,267 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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% | $96,302-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 0.0%0pp |
| Annual return | -2.75% | 0.61%-3.4pp | -2.90%+0.2pp | 1.67%-4.4pp |
| Employer contribution / active EE | $0 | $9,133-100.0% | $27,990-100.0% | $10,506-100.0% |
| Participant deferral / active EE | $0 | $146-100.0% | $137-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $519-100.0% | $66,276-100.0% |