Filed March 22, 2012 (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 |
|---|---|---|
ALIGHT SOLUTIONS LLC4 years Service code 15 · EIN 82-1061233 | Recordkeeping | $2,691,255 |
INVESCO3 years Filed as: INVESCO TRUST COMPANY Service code 18 · EIN 46-3793325 | Custodial (securities); Custodial (ot... | $1,548,119 |
ACADIAN ASSET MANAGEMENT LLC2 years Service code 18 · EIN 04-2929221 | Investment management fees paid direc... | $886,988 |
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON TRUST COMPANY, NA Service code 18 · EIN 04-2755549 | Custodial (securities); Direct paymen... | $583,502 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: J.P. MORGAN INVESTMENT MGMT INC. Service code 18 · EIN 13-3200244 | Custodial (securities); Custodial (ot... | $486,603 |
THE BANK OF NEW YORK MELLON4 years Service code 21 · EIN 13-5160382 | Bank Trustee | $485,862 |
Filed as: STATE STREET GLOBAL ADV TRUST CO. Service code 18 · EIN 81-4017137 | Investment management fees paid direc... | $473,064 |
AON CONSULTING1 year Filed as: AON INVESTMENT USA INC. Service code 17 · EIN 36-3109431 | Pension Consulting | $200,000 |
DELOITTE & TOUCHE LLP2 years Service code 10 · EIN 13-3891517 | Accounting | $139,800 |
ALLSTATE INSURANCE COMPANY7+ years Service code 14 · EIN 36-0719665 | Plan Administrator | $139,335 |
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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 | $0 | $2,286,405-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.5%-10.5pp | 0.0%0pp |
| Annual return | 10.71% | 13.51%-2.8pp | 4.92%+5.8pp | 13.51%-2.8pp |
| Employer contribution / active EE | $0 | $8,170-100.0% | $39,114-100.0% | $8,170-100.0% |
| Participant deferral / active EE | $0 | $488-100.0% | $79-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | - |