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 COMPANY6+ years Service code 28 · EIN 04-2755549 | Investment Management | $1,794,199 |
Filed as: GMO LLC Service code 28 · EIN 04-2691242 | Investment Management | $1,392,410 |
ALIGHT SOLUTIONS LLC4 years Service code 15 · EIN 82-1061233 | Recordkeeping | $1,093,614 |
ALLIANZ GLOBAL INVESTORS6+ years Filed as: ALLIANZ GLOBAL INVESTORS CAPITAL Service code 28 · EIN 06-1349805 | Investment Management | $922,498 |
NORTHERN TRUST COMPANY6+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $841,075 |
Filed as: BRANDYWINE GLOBAL INVESTMENT LLC Service code 28 · EIN 51-0294065 | Investment Management | $761,896 |
Filed as: PRINCIPAL GLOBAL INVESTORS Service code 28 · EIN 42-1479618 | Investment Management | $623,921 |
LOOMIS SAYLES5 years Service code 28 · EIN 04-3200030 | Investment Management | $602,970 |
PINEBRIDGE STRUCTURED3 years Filed as: PINEBRIDGE INVESTMENTS LLC Service code 28 399 PARK AVENUE · NEW YORK, NY 10022 | Investment Management | $568,954 |
WESTLAKE FINANCIAL GROUP6+ years Service code 28 · EIN 36-4087871 | Investment Management | $568,673 |
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 | $2,822,362-100.0% | $91,826-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 4.7%-4.7pp | 0.6%-0.6pp |
| Annual return | 12.67% | 16.36%-3.7pp | 793.01%-780.3pp | 11.45%+1.2pp |
| Employer contribution / active EE | $0 | $15,595-100.0% | $27,004-100.0% | $17,219-100.0% |
| Participant deferral / active EE | $0 | $5-100.0% | $154-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $4,239-100.0% | $15,480-100.0% |