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 COMPANY10+ years Service code 28 · EIN 04-2755549 | Investment Management | $2,062,903 |
Filed as: BRANDYWINE GLOBAL INVESTMENT LLC Service code 28 · EIN 51-0294065 | Investment Management | $1,712,072 |
Filed as: GMO LLC Service code 28 · EIN 04-2691242 | Investment Management | $1,637,561 |
Service code 28 · EIN 80-0356545 | Investment Management | $1,456,561 |
WESTLAKE FINANCIAL GROUP10+ years Service code 28 · EIN 36-4087871 | Investment Management | $1,325,348 |
PGIM INVESTMENTS10+ years Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 52-2069785 | Investment Management | $1,239,551 |
ALIGHT SOLUTIONS LLC8 years Service code 15 · EIN 82-1061233 | Recordkeeping | $1,127,076 |
Filed as: ALIGNED INVESTORS GLOBAL Service code 28 · EIN 42-1479618 | Investment Management | $954,475 |
NORTHERN TRUST COMPANY10+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $752,891 |
Filed as: GRANITE INVESTMENT PARTNERS Service code 28 · EIN 27-0225271 | Investment Management | $595,994 |
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 | $33,520-100.0% | $148,078-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.4%-5.4pp | 2.1%-2.1pp |
| Annual return | 8.82% | 5.87%+3.0pp | 6.70%+2.1pp | 7.65%+1.2pp |
| Employer contribution / active EE | $0 | $10,827-100.0% | $25,217-100.0% | $20,582-100.0% |
| Participant deferral / active EE | $0 | $250-100.0% | $47-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $7,182-100.0% | $193-100.0% |