Filed April 11, 2011 (most recent of 2 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY MANAGEMENT TRUST COMPANY Service code 12 · EIN 04-3022712 | Direct payment from the plan; Claims ... | $404,835 |
NISA INVESTMENT ADVISORS, LLC10+ years Filed as: NISA Service code 28 · EIN 48-1140940 | Investment Management | $213,034 |
WILLIS TOWERS WATSON US LLC6 years Service code 11 · EIN 53-0181291 | Actuarial | $194,060 |
Service code 10 · EIN 48-1246310 | Accounting | $20,850 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $116,914-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 9.1%-9.1pp | 0.0%0pp |
| Annual return | -5.65% | 5.54%-11.2pp | 8.92%-14.6pp | 8.76%-14.4pp |
| Employer contribution / active EE | $27,264 | $6,639+310.7% | $24,457+11.5% | $16,650+63.7% |
| Participant deferral / active EE | $0 | $467-100.0% | $14-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $692-100.0% | - |