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 COMPANY8+ years Service code 28 · EIN 04-2755549 | Investment Management | $2,750,715 |
Filed as: GMO LLC Service code 28 · EIN 04-2691242 | Investment Management | $1,564,514 |
ALIGHT SOLUTIONS LLC6 years Service code 15 · EIN 82-1061233 | Recordkeeping | $1,095,240 |
Service code 28 320 PARK AVENUE · NEW YORK, NY 10022 | Investment Management | $1,059,364 |
Filed as: BRANDYWINE GLOBAL INVESTMENT LLC Service code 28 · EIN 51-0294065 | Investment Management | $1,037,243 |
Filed as: VOYA HOLDINGS INC Service code 28 · EIN 02-0488491 | Investment Management | $931,909 |
WESTLAKE FINANCIAL GROUP8+ years Service code 28 · EIN 36-4087871 | Investment Management | $841,268 |
Filed as: PRINCIPAL GLOBAL INVESTORS Service code 28 · EIN 42-1479618 | Investment Management | $743,465 |
NORTHERN TRUST COMPANY8+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $735,341 |
Filed as: GRANITE INVESTMENT PARTNERS Service code 28 · EIN 27-0225271 | Investment Management | $574,474 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $136,977-100.0% | $53,690-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 7.7%-7.7pp | 8.6%-8.6pp | 5.6%-5.6pp |
| Annual return | -13.98% | -15.49%+1.5pp | -4.80%-9.2pp | 39.82%-53.8pp |
| Employer contribution / active EE | $0 | $9,399-100.0% | $30,897-100.0% | $19,980-100.0% |
| Participant deferral / active EE | $0 | $320-100.0% | $64-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $4-100.0% | $40,849-100.0% | $62-100.0% |