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 MANAGEMENT3+ years Filed as: WINSLOW CAPITAL MANAGEMENT, LLC Service code 28 · EIN 90-0860898 | Investment Management | $125,305 |
NORTHERN TRUST COMPANY3+ years Filed as: THE NORTHERN TRUST COMPANY Service code 18 · EIN 36-1561860 | Shareholder servicing fees; Direct pa... | $94,763 |
MERCER1 year Filed as: MERCER (US) INC. Service code 11 · EIN 13-2834414 | Actuarial | $88,588 |
ROBECO INVESTMENT MANAGEMENT3+ years Filed as: ROBECO INVESTMENT MANAGEMENT, INC. Service code 28 · EIN 98-0202744 | Investment Management | $85,947 |
WELLINGTON TRUST COMPANY3+ years Filed as: WELLINGTON MANAGEMENT COMPANY LLP Service code 27 · EIN 04-2767481 | Advisory (Plan) | $66,940 |
DELOITTE & TOUCHE LLP3+ years Service code 10 · EIN 13-3891517 | Accounting | $23,400 |
NEUBERGER BERMAN3+ years Service code 28 · EIN 02-0654486 | Investment Management | $22,765 |
HARBOR SERVICES GROUP, INC.3+ years Filed as: HARBOR SERVICES GROUP, INC Service code 59 · EIN 34-1953399 | Shareholder Servicing | $0 |
HARBOR SERVICES GROUP, INC.3+ 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 | $1,723,788-100.0% | $128,366-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 1.9%-1.9pp |
| Annual return | 9.69% | 12.52%-2.8pp | 9.39%+0.3pp | 23.90%-14.2pp |
| Employer contribution / active EE | $0 | $13,977-100.0% | $33,466-100.0% | $16,539-100.0% |
| Participant deferral / active EE | $0 | $463-100.0% | $657-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $2,132-100.0% | $18,975-100.0% |