Filed April 7, 2015 (most recent of 5 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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC1+ years Service code 11 · EIN 36-2235791 | Actuarial | $1,307,683 |
WESTERN ASSET MANAGEMENT COMPANY1+ years Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 20-0219988 | Investment Management | $219,096 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 28 · EIN 13-2655998 | Investment Management | $119,674 |
HARVEST FUND ADVISORS LLC1+ years Filed as: HARVEST FUND ADVISORS Service code 27 · EIN 27-2968896 100 WEST LANCASTER AVE 2 FLOOR · WAYNE, PA 19087 | Advisory (Plan) | $69,853 |
DIMENSIONAL FUND ADVISORS1+ years Service code 28 · EIN 30-0447847 | Investment Management | $56,239 |
BLACKROCK1+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 28 · EIN 94-3112180 | Investment Management | $54,471 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $33,799 |
FUND DIRECT ADVISORS1+ years Filed as: FUND EVALUATION GROUP Service code 16 · EIN 01-0694771 | Consulting | $30,375 |
FALCON INVESTMENT ADVISORS, LLC1+ years Filed as: FALCON INVESTMENT ADVISORS Service code 28 · EIN 22-3734765 21 CUSTOM HOUSE ST., 10TH FLOOR · BOSTON, MA 02110 | Investment Management | $29,957 |
LEGAL & GENERAL INVESTMENT1+ years Filed as: LEGAL & GENERAL INV MGT Service code 27 · EIN 20-8058531 | Advisory (Plan) | $13,707 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return 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 | $47,522-100.0% | $192,069-100.0% | $47,522-100.0% |
| Participation rate | 0.0% | 9.2%-9.2pp | 13.2%-13.2pp | 9.2%-9.2pp |
| Annual return | -3.69% | -0.08%-3.6pp | -0.79%-2.9pp | -0.08%-3.6pp |
| Employer contribution / active EE | $7,568 | $7,991-5.3% | $28,419-73.4% | $7,991-5.3% |
| Participant deferral / active EE | $0 | $325-100.0% | $37-100.0% | $325-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $6,324-100.0% | $275-100.0% |