Filed September 9, 2011 (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 |
|---|---|---|
NORTHERN TRUST COMPANY1+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $1,281,817 |
AMERICAN FUNDS1+ years Filed as: CAPITAL GUARDIAN TRUST COMPANY Service code 27 · EIN 95-2553868 | Advisory (Plan) | $1,144,434 |
AON CONSULTING1+ years Service code 15 · EIN 22-2232264 | Recordkeeping | $1,089,850 |
WELLINGTON TRUST COMPANY1+ years Service code 27 · EIN 04-6913417 | Advisory (Plan) | $925,630 |
ALLIANZ GLOBAL INVESTORS1+ years Filed as: ALLIANZ GLOBAL INVESTORS CAPITAL Service code 27 · EIN 06-1349805 | Advisory (Plan) | $665,708 |
PGIM INVESTMENTS1+ years Filed as: JENNISON ASSOCIATES LLC Service code 27 · EIN 52-2069785 | Advisory (Plan) | $477,632 |
Filed as: PROFIT INVESTMENT MANAGEMENT Service code 27 · EIN 52-2145382 | Advisory (Plan) | $380,574 |
Filed as: BRANDYWINE GLOBAL INVESTMENT, LLC Service code 27 · EIN 51-0294065 | Advisory (Plan) | $321,770 |
CLIFFWATER LLC1+ years Service code 27 · EIN 20-1246914 | Advisory (Plan) | $187,500 |
RHUMBLINE ADVISORS1+ years Filed as: RHUMBLINE INVESTMENT ADVISORS Service code 27 · EIN 04-3076646 | Advisory (Plan) | $80,214 |
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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 | $82,591-100.0% | $96,302-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 0.8%-0.8pp |
| Annual return | -2.84% | 2.41%-5.3pp | -2.90%+0.1pp | -0.60%-2.2pp |
| Employer contribution / active EE | $0 | $14,069-100.0% | $27,990-100.0% | $12,272-100.0% |
| Participant deferral / active EE | $0 | $260-100.0% | $137-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $519-100.0% | $717-100.0% |