Filed December 15, 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 |
|---|---|---|
SERVICES MANAGEMENT CORPORATION7+ years Service code 13 · EIN 52-1200541 | Contract Administrator | $3,118,493 |
BLACK & PINCKARD LLC1 year Filed as: BLACK ROCK INSTITUTIONAL TRUST COMP Service code 21 · EIN 94-3112180 | Bank Trustee | $1,054,770 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES AND COMPANY LP Service code 28 · EIN 20-8080381 | Investment Management | $943,319 |
WILLIS TOWERS WATSON US LLC7+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $846,516 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $755,503 |
BLACKROCK1 year Filed as: BLACKROCK FINANCIAL MANAGEMENT Service code 28 · EIN 13-3806691 | Investment Management | $670,488 |
STATE STREET GLOBAL ADVISORS7+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $368,637 |
GROOM LAW GROUP7+ years Service code 29 · EIN 52-1219029 | Legal | $269,096 |
Filed as: WILSHIRE Service code 27 · EIN 95-2755361 | Advisory (Plan) | $136,500 |
Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 19 · EIN 81-4017137 | Securities Custodian | $47,525 |
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Participant contribution per participant 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 | $397,815-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.6%-33.6pp | 0.0%0pp |
| Annual return | 12.49% | 13.51%-1.0pp | 9.74%+2.7pp | 13.51%-1.0pp |
| Employer contribution / active EE | $10,421 | $8,170+27.5% | $39,474-73.6% | $8,170+27.5% |
| Participant deferral / active EE | $2,113 | $488+332.5% | $135+1464.8% | $488+332.5% |
| Admin fee / account holder | $0 | $0 | $10,161-100.0% | - |