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 |
|---|---|---|
WINSLOW CAPITAL MANAGEMENT2+ years Filed as: WINSLOW CAPITAL MANAGEMENT, LLC Service code 28 · EIN 90-0860898 | Investment Management | $109,646 |
NORTHERN TRUST COMPANY2+ years Filed as: THE NORTHERN TRUST COMPANY Service code 18 · EIN 36-1561860 | Custodial (other than securities); Di... | $101,186 |
MERCER2+ years Filed as: WILLIAM M. MERCER Service code 11 · EIN 13-2834414 | Actuarial | $87,972 |
ROBECO INVESTMENT MANAGEMENT2+ years Filed as: ROBECO INVESTMENT MANAGEMENT, INC. Service code 28 · EIN 98-0202744 | Investment Management | $82,116 |
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON MANAGEMENT COMPANY LLP Service code 27 · EIN 04-2767481 | Advisory (Plan) | $63,500 |
NEUBERGER BERMAN2+ years Service code 28 · EIN 02-0654486 | Investment Management | $23,026 |
DELOITTE & TOUCHE LLP2+ years Service code 10 · EIN 13-3891517 | Accounting | $22,900 |
HARBOR SERVICES GROUP, INC.2+ years Filed as: HARBOR SERVICES GROUP, INC Service code 59 · EIN 34-1953399 | Shareholder Servicing | $0 |
HARBOR SERVICES GROUP, INC.2+ 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 | $35,636-100.0% | $115,939-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 1.8%-1.8pp |
| Annual return | 4.52% | 4.82%-0.3pp | 3.97%+0.6pp | 7.18%-2.7pp |
| Employer contribution / active EE | $0 | $12,725-100.0% | $28,168-100.0% | $13,095-100.0% |
| Participant deferral / active EE | $0 | $526-100.0% | $274-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $12,837-100.0% | $362-100.0% |