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 MANAGEMENT8+ years Service code 28 | Investment Management | $183,887 |
Filed as: MERRILL LYNCH PIERCE FENNER AND SMI Service code 15 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Recordkeeping | $160,755 |
Filed as: METROPOLITAN LIFE INSURANCE CO Service code 73 · EIN 13-5581829 | Other insurance fees and expenses | $106,854 |
Filed as: VOYA Service code 67 · EIN 71-0294708 | Other insurance wrap fees | $99,271 |
Filed as: PRUDENTIAL TRUST COMPANY Service code 28 · EIN 23-6994310 | Investment Management | $83,784 |
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 73 · EIN 22-1211670 | Other insurance fees and expenses | $83,135 |
Filed as: BILKEYKATZ INVESTMENTS CONSULTANTS Service code 16 · EIN 13-4226829 411 SEVENTH AVENUE, SUITE 1425 · PITTSBURGH, PA 15219 | Consulting | $55,595 |
Service code 28 | Investment Management | $51,549 |
SCHNEIDER DOWNS & CO., INC.4 years Filed as: SCHNEIDER DOWNS Service code 10 · EIN 25-1408703 ONE PPG PLACE, SUITE 1700 · PITTSBURGH, PA 152225416 | Accounting | $14,785 |
ALPHAGRAPHICS1 year Service code 50 · EIN 25-1847023 | Direct Payment | $8,152 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,779 | $72,482+185.3% | $129,118+60.1% | $64,829+219.0% |
| Participation rate | 97.2% | 79.2%+18.0pp | 77.2%+20.0pp | 71.5%+25.7pp |
| Annual return | -7.98% | -9.08%+1.1pp | -10.94%+3.0pp | 32.85%-40.8pp |
| Employer contribution / active EE | $6,809 | $4,247+60.3% | $5,051+34.8% | $2,507+171.6% |
| Participant deferral / active EE | $11,624 | $5,679+104.7% | $6,539+77.8% | $4,312+169.6% |
| Admin fee / account holder | $108 | $144-25.0% | $14,305-99.2% | $188-42.4% |