Filed May 31, 2012
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 |
|---|---|---|
LAZARD ASSET MANAGEMENT1+ years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 27 · EIN 05-0530199 | Advisory (Plan) | $714,659 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: NEWSOUTH CAPITAL MANAGEMENT, INC. Service code 28 · EIN 62-1237220 | Investment Management | $663,840 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $607,091 |
Filed as: BARROW,HANLEY,MEWHINNEY&STRAUSS,LLC Service code 27 · EIN 75-2403190 | Advisory (Plan) | $530,195 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: STONE HARBOR INVESTMENT PARTNERS LP Service code 27 · EIN 20-3888589 | Advisory (Plan) | $400,201 |
BLACKROCK1+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $384,251 |
THE BANK OF NEW YORK MELLON1+ years Service code 10 · EIN 13-5160382 | Accounting | $206,781 |
NORTHERN TRUST COMPANY1+ years Filed as: NORTHERN TRUST INVESTMENTS, INC. Service code 28 · EIN 36-3608252 | Investment Management | $148,497 |
THE BANK OF NEW YORK MELLON1+ years Filed as: MELLON CAPITAL MANAGEMENT CORP Service code 10 · EIN 25-6078093 | Accounting | $135,651 |
STATE STREET GLOBAL ADVISORS1+ years Service code 18 · EIN 04-1867445 | Custodial (securities); Custodial (ot... | $75,386 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $47,522-100.0% | $96,302-100.0% | $47,522-100.0% |
| Participation rate | 0.0% | 9.2%-9.2pp | 8.8%-8.8pp | 9.2%-9.2pp |
| Annual return | -0.57% | -0.08%-0.5pp | -2.90%+2.3pp | -0.08%-0.5pp |
| Employer contribution / active EE | $24,988 | $7,991+212.7% | $27,990-10.7% | $7,991+212.7% |
| Participant deferral / active EE | $0 | $325-100.0% | $137-100.0% | $325-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $519-100.0% | $275-100.0% |