Filed October 26, 2011 (most recent of 3 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 |
|---|---|---|
MERCER1+ years Filed as: WILLIAM M. MERCER Service code 11 · EIN 13-2834414 | Actuarial | $88,112 |
ROBECO INVESTMENT MANAGEMENT1+ years Filed as: ROBECO INVESTMENT MANAGEMENT, INC. Service code 28 · EIN 98-0202744 | Investment Management | $85,070 |
NORTHERN TRUST COMPANY1+ years Filed as: THE NORTHERN TRUST COMPANY Service code 18 · EIN 36-1561860 | Custodial (other than securities); Di... | $85,064 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON MANAGEMENT COMPANY LLP Service code 27 · EIN 04-2767481 | Advisory (Plan) | $73,701 |
RIDGEWORTH1+ years Filed as: MONTAG & CALDWELL Service code 28 · EIN 58-1022504 | Investment Management | $53,400 |
WINSLOW CAPITAL MANAGEMENT1+ years Filed as: WINSLOW CAPITAL MANAGEMENT, LLC Service code 28 · EIN 90-0860898 | Investment Management | $46,292 |
NEUBERGER BERMAN1+ years Service code 28 · EIN 02-0654486 | Investment Management | $23,499 |
DELOITTE & TOUCHE LLP1+ years Service code 10 · EIN 13-3891517 | Accounting | $22,450 |
HARBOR SERVICES GROUP, INC.1+ years Filed as: HARBOR SERVICES GROUP, INC Service code 59 · EIN 34-1953399 | Shareholder Servicing | $0 |
HARBOR SERVICES GROUP, INC.1+ years Service code 59 | Shareholder Servicing | $0 |
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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 | $82,591-100.0% | $108,235-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.2%-32.2pp | 0.8%-0.8pp |
| Annual return | 0.19% | -0.74%+0.9pp | -1.08%+1.3pp | -0.60%+0.8pp |
| Employer contribution / active EE | $0 | $12,555-100.0% | $35,779-100.0% | $12,272-100.0% |
| Participant deferral / active EE | $0 | $508-100.0% | $238-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $13,449-100.0% | $717-100.0% |