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 |
|---|---|---|
WELLINGTON TRUST COMPANY5+ years Service code 28 · EIN 04-2755549 | Investment Management | $1,813,769 |
Filed as: GMO LLC Service code 28 · EIN 04-2691242 | Investment Management | $1,346,758 |
ALIGHT SOLUTIONS LLC3 years Service code 15 · EIN 82-1061233 | Recordkeeping | $1,111,059 |
NORTHERN TRUST COMPANY5+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $823,906 |
ALLIANZ GLOBAL INVESTORS5+ years Filed as: ALLIANZ GLOBAL INVESTORS CAPITAL Service code 28 · EIN 06-1349805 | Investment Management | $804,556 |
Filed as: BRANDYWINE GLOBAL INVESTMENT LLC Service code 28 · EIN 51-0294065 | Investment Management | $787,206 |
LOOMIS SAYLES4 years Service code 28 · EIN 04-3200030 | Investment Management | $617,854 |
WESTLAKE FINANCIAL GROUP5+ years Service code 28 · EIN 36-4087871 | Investment Management | $592,626 |
PGIM INVESTMENTS5+ years Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 52-2069785 | Investment Management | $585,232 |
PINEBRIDGE STRUCTURED2 years Filed as: PINEBRIDGE INVESTMENTS LLC Service code 28 399 PARK AVENUE · NEW YORK, NY 10022 | Investment Management | $560,523 |
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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 | $3,370,408-100.0% | $50,635-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 6.0%-6.0pp | 1.2%-1.2pp |
| Annual return | 17.43% | 36.82%-19.4pp | 18.06%-0.6pp | 53.27%-35.8pp |
| Employer contribution / active EE | $0 | $13,338-100.0% | $30,411-100.0% | $14,774-100.0% |
| Participant deferral / active EE | $0 | $8-100.0% | $40-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $1,675-100.0% | $13,289-100.0% |