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 |
|---|---|---|
Filed as: MERRILL LYNCH PIERCE FENNER AND SMI Service code 15 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Recordkeeping | $230,990 |
DUPONT CAPITAL MANAGEMENT6+ years Service code 28 | Investment Management | $215,707 |
Filed as: METROPOLITAN LIFE INSURANCE CO Service code 73 · EIN 13-5581829 | Other insurance fees and expenses | $148,673 |
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 73 · EIN 22-1211670 | Other insurance fees and expenses | $127,317 |
Filed as: VOYA Service code 67 · EIN 71-0294708 | Other insurance wrap fees | $122,068 |
Filed as: PRUDENTIAL TRUST COMPANY Service code 28 · EIN 23-6994310 | Investment Management | $104,565 |
Filed as: BILKEYKATZ INVESTMENTS CONSULTANTS Service code 16 · EIN 13-4226829 411 SEVENTH AVENUE, SUITE 1425 · PITTSBURGH, PA 15219 | Consulting | $52,019 |
SCHNEIDER DOWNS & CO., INC.2 years Filed as: SCHNEIDER DOWNS Service code 10 · EIN 25-1408703 | Accounting | $17,503 |
STATE STREET GLOBAL ADVISORS4 years Filed as: STATE STREET BANK & TRUST CO Service code 19 · EIN 04-1867445 | Securities Custodian | $6,955 |
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.
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 | $206,169 | $94,621+117.9% | $138,135+49.3% | $73,415+180.8% |
| Participation rate | 99.1% | 83.4%+15.7pp | 78.7%+20.4pp | 72.2%+26.9pp |
| Annual return | 9.02% | 16.57%-7.5pp | 20.51%-11.5pp | 59.30%-50.3pp |
| Employer contribution / active EE | $6,560 | $4,410+48.8% | $5,587+17.4% | $2,234+193.7% |
| Participant deferral / active EE | $11,156 | $6,199+80.0% | $6,431+73.5% | $3,806+193.1% |
| Admin fee / account holder | $111 | $140-20.9% | $11,856-99.1% | $158-29.8% |