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 |
|---|---|---|
Filed as: GMO LLC Service code 28 · EIN 04-2691242 | Investment Management | $1,837,852 |
WELLINGTON TRUST COMPANY3+ years Service code 28 · EIN 04-2755549 | Investment Management | $967,297 |
NORTHERN TRUST COMPANY3+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $862,224 |
AON CONSULTING3+ years Service code 11 · EIN 22-2232264 | Actuarial | $805,403 |
Filed as: BRANDYWINE GLOBAL INVESTMENT LLC Service code 28 · EIN 51-0294065 | Investment Management | $739,010 |
ALLIANZ GLOBAL INVESTORS3+ years Filed as: ALLIANZ GLOBAL INVESTORS CAPITAL Service code 28 · EIN 06-1349805 | Investment Management | $623,199 |
WESTLAKE FINANCIAL GROUP3+ years Service code 28 · EIN 36-4087871 | Investment Management | $588,923 |
PGIM INVESTMENTS3+ years Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 52-2069785 | Investment Management | $526,719 |
LOOMIS SAYLES2 years Service code 28 · EIN 04-3200030 | Investment Management | $523,931 |
ALIGHT SOLUTIONS LLC1 year Service code 15 · EIN 82-1061233 | Recordkeeping | $523,187 |
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 | $1,723,788-100.0% | $180,484-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 1.9%-1.9pp |
| Annual return | 14.14% | 12.38%+1.8pp | 10.53%+3.6pp | 23.90%-9.8pp |
| Employer contribution / active EE | $0 | $23,325-100.0% | $29,360-100.0% | $16,539-100.0% |
| Participant deferral / active EE | $0 | $269-100.0% | $54-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $1,273-100.0% | $18,975-100.0% |