Filed November 14, 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 |
|---|---|---|
DUPONT CAPITAL MANAGEMENT4+ years Service code 28 | Investment Management | $282,636 |
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 73 · EIN 22-1211670 | Other insurance fees and expenses | $166,555 |
Filed as: METROPOLITAN LIFE INSURANCE CO Service code 73 · EIN 13-5581829 | Other insurance fees and expenses | $163,964 |
Filed as: TRANSAMERICA PREMIER LIFE INS CO Service code 67 · EIN 52-0419790 | Other insurance wrap fees | $140,687 |
Filed as: PRUDENTIAL TRUST COMPANY Service code 28 · EIN 23-6994310 | Investment Management | $120,887 |
Filed as: VOYA Service code 67 · EIN 71-0294708 | Other insurance wrap fees | $105,807 |
Filed as: MERRILL LYNCH PIERCE FENNER AND SMI Service code 15 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Recordkeeping | $58,505 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET BANK & TRUST CO Service code 19 · EIN 04-1867445 | Securities Custodian | $21,886 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $167,504 | $64,457+159.9% | $111,392+50.4% | $55,727+200.6% |
| Participation rate | 98.8% | 79.7%+19.1pp | 78.9%+19.9pp | 70.9%+27.9pp |
| Annual return | -1.95% | -19.97%+18.0pp | -2.06%+0.1pp | 244.94%-246.9pp |
| Employer contribution / active EE | $6,132 | $3,956+55.0% | $4,328+41.7% | $2,078+195.0% |
| Participant deferral / active EE | $10,150 | $5,219+94.5% | $5,567+82.3% | $3,356+202.5% |
| Admin fee / account holder | $9 | $112-91.7% | $12,266-99.9% | $115-91.9% |