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 COMPANY9+ years Service code 28 · EIN 04-2755549 | Investment Management | $1,990,453 |
Filed as: GMO LLC Service code 28 · EIN 04-2691242 | Investment Management | $1,534,406 |
Filed as: BRANDYWINE GLOBAL INVESTMENT LLC Service code 28 · EIN 51-0294065 | Investment Management | $1,217,407 |
ALIGHT SOLUTIONS LLC7 years Service code 15 · EIN 82-1061233 | Recordkeeping | $1,195,631 |
Service code 28 320 PARK AVENUE · NEW YORK, NY 10022 | Investment Management | $1,010,376 |
Filed as: ALIGNED INVESTORS GLOBAL Service code 28 · EIN 42-1479618 | Investment Management | $782,368 |
Filed as: VOYA HOLDINGS INC Service code 28 · EIN 02-0488491 | Investment Management | $759,763 |
NORTHERN TRUST COMPANY9+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $727,723 |
WESTLAKE FINANCIAL GROUP9+ years Service code 28 · EIN 36-4087871 | Investment Management | $723,999 |
PGIM INVESTMENTS9+ years Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 22-2540245 | Investment Management | $654,673 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $9,556,684-100.0% | $80,293-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.6%-5.6pp | 2.4%-2.4pp |
| Annual return | 13.92% | 8.68%+5.2pp | 15.31%-1.4pp | 22.81%-8.9pp |
| Employer contribution / active EE | $0 | $9,089-100.0% | $28,686-100.0% | $18,290-100.0% |
| Participant deferral / active EE | $0 | $199-100.0% | $126-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $456-100.0% | $85,222-100.0% |