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.
| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY2+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $1,559,750 |
WELLINGTON TRUST COMPANY2+ years Service code 27 · EIN 04-2755549 | Advisory (Plan) | $1,364,506 |
AON CONSULTING2+ years Service code 15 · EIN 22-2232264 | Recordkeeping | $1,320,586 |
AMERICAN FUNDS2+ years Filed as: CAPITAL GUARDIAN TRUST COMPANY Service code 27 · EIN 95-2553868 | Advisory (Plan) | $1,006,064 |
Filed as: BRANDYWINE GLOBAL INVESTMENT, LLC Service code 27 · EIN 51-0294065 | Advisory (Plan) | $654,624 |
ALLIANZ GLOBAL INVESTORS2+ years Filed as: ALLIANZ GLOBAL INVESTORS CAPITAL Service code 27 · EIN 06-1349805 | Advisory (Plan) | $568,874 |
WESTLAKE FINANCIAL GROUP2+ years Service code 17 · EIN 36-4087871 | Pension Consulting | $517,351 |
PGIM INVESTMENTS2+ years Filed as: JENNISON ASSOCIATES LLC Service code 27 · EIN 52-2069785 | Advisory (Plan) | $479,650 |
LOOMIS SAYLES1 year Service code 27 · EIN 04-3200030 | Advisory (Plan) | $476,031 |
Filed as: GRANITE INVESTMENT PARTNERS Service code 27 · EIN 27-0225271 | Advisory (Plan) | $251,800 |
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 | $35,636-100.0% | $169,917-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.3%-10.3pp | 1.8%-1.8pp |
| Annual return | 8.39% | 7.17%+1.2pp | 7.98%+0.4pp | 7.18%+1.2pp |
| Employer contribution / active EE | $0 | $13,444-100.0% | $23,724-100.0% | $13,095-100.0% |
| Participant deferral / active EE | $0 | $228-100.0% | $53-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $636-100.0% | $362-100.0% |