Filed July 1, 2011 (most recent of 5 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 |
|---|---|---|
ALIGHT SOLUTIONS LLC8 years Service code 15 · EIN 82-1061233 | Recordkeeping | $4,450,700 |
BLACKROCK7 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO,NA Service code 21 · EIN 94-3112180 | Bank Trustee | $4,009,867 |
THE BANK OF NEW YORK MELLON10+ years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Investment management; Other fees; In... | $988,734 |
MFS INVESTMENT MANAGEMENT5 years Filed as: MFS INSTITUTIONAL ADVISORS Service code 28 · EIN 04-3247425 | Investment Management | $804,463 |
T ROWE PRICE RPS INC7 years Filed as: T ROWE PRICE ASSOCIATES, INC. Service code 28 · EIN 52-0556948 | Investment Management | $779,869 |
Filed as: WCM INVESTMENT MANAGEMENT, LLC Service code 28 · EIN 95-3046237 | Investment Management | $779,699 |
LAZARD ASSET MANAGEMENT8 years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 26 30 ROCKEFELLER PLAZA · NEW YORK, NY 10112 | Advisory (Participants) | $710,610 |
Service code 28 260 FRANKLIN STREET · BOSTON, MA 02110 | Investment Management | $500,836 |
WILLIAM BLAIR8 years Filed as: WILLIAM BLAIR INVESTMENT MGMT, LLC Service code 28 · EIN 47-2614791 | Investment Management | $462,301 |
Filed as: PRINCIPAL SMALL CAP SELECT Service code 28 801 GRAND AVE · DES MOINES, IA 50309 | Investment Management | $457,102 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,297 | $152,104+30.4% | $184,243+7.6% | $106,553+86.1% |
| Participation rate | 94.5% | 85.9%+8.7pp | 86.8%+7.7pp | 69.8%+24.7pp |
| Annual return | 14.88% | 20.70%-5.8pp | 28.82%-13.9pp | 17.37%-2.5pp |
| Employer contribution / active EE | $7,841 | $5,326+47.2% | $6,427+22.0% | $3,359+133.5% |
| Participant deferral / active EE | $11,800 | $8,559+37.9% | $9,132+29.2% | $5,562+112.1% |
| Admin fee / account holder | $174 | $103+69.7% | $13,914-98.7% | $80+118.6% |