Filed July 17, 2013 (most recent of 7 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 |
|---|---|---|
Service code 11 · EIN 53-0181291 | Actuarial | $2,244,630 |
Filed as: NISA INVESTMENT ADVISORS LLC Service code 27 · EIN 48-1140940 | Advisory (Plan) | $452,665 |
NORTHERN TRUST COMPANY2 years Service code 21 · EIN 36-1561860 | Bank Trustee | $435,685 |
BLACKROCK2 years Filed as: BLACKROCK FINANCIAL MANAGEMENT Service code 28 · EIN 13-3806691 | Investment Management | $296,184 |
ARROWMARK PARTNERS1 year Service code 28 · EIN 39-2068140 | Investment Management | $272,542 |
ARROWSTREET CAPITAL2 years Filed as: ARROWSTREET CAPITAL, L.P. Service code 28 · EIN 04-3472863 | Investment Management | $257,632 |
LAZARD ASSET MANAGEMENT2 years Service code 28 · EIN 05-0530199 | Investment Management | $212,135 |
Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 17 · EIN 52-1868818 | Pension Consulting | $145,500 |
ALSTON & BIRD LLP2 years Service code 29 · EIN 58-0137615 | Legal | $21,005 |
PLANTE & MORAN, PLLC2 years Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $19,425 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $7,764,297-100.0% | $336,864-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.8%-27.8pp | 0.0%0pp |
| Annual return | -4.29% | -1.95%-2.3pp | -3.29%-1.0pp | -1.95%-2.3pp |
| Employer contribution / active EE | $16 | $9,243-99.8% | $36,762-100.0% | $9,243-99.8% |
| Participant deferral / active EE | $0 | $425-100.0% | $11-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $6,121-100.0% | $62,356-100.0% |