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 |
|---|---|---|
WELLINGTON TRUST COMPANY4+ years Service code 28 · EIN 04-2755549 | Investment Management | $2,454,875 |
Filed as: GMO LLC Service code 28 · EIN 04-2691242 | Investment Management | $1,280,332 |
ALIGHT SOLUTIONS LLC2 years Service code 15 · EIN 82-1061233 | Recordkeeping | $1,133,673 |
ALLIANZ GLOBAL INVESTORS4+ years Filed as: ALLIANZ GLOBAL INVESTORS CAPITAL Service code 28 · EIN 06-1349805 | Investment Management | $913,908 |
NORTHERN TRUST COMPANY4+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $790,068 |
Filed as: BRANDYWINE GLOBAL INVESTMENT LLC Service code 28 · EIN 51-0294065 | Investment Management | $753,538 |
WESTLAKE FINANCIAL GROUP4+ years Service code 28 · EIN 36-4087871 | Investment Management | $589,177 |
PGIM INVESTMENTS4+ years Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 52-2069785 | Investment Management | $581,900 |
LOOMIS SAYLES3 years Service code 28 · EIN 04-3200030 | Investment Management | $580,971 |
Filed as: GRANITE INVESTMENT PARTNERS Service code 28 · EIN 27-0225271 | Investment Management | $472,494 |
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 | $18,026,966-100.0% | $476,019-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 1.8%-1.8pp |
| Annual return | -5.55% | -3.49%-2.1pp | 4.36%-9.9pp | 0.19%-5.7pp |
| Employer contribution / active EE | $0 | $17,891-100.0% | $27,383-100.0% | $13,763-100.0% |
| Participant deferral / active EE | $0 | $267-100.0% | $75-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $14,020-100.0% | $426-100.0% |