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 |
|---|---|---|
HEWITT ASSOCIATES LLC1+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $7,343,064 |
BLACKROCK1+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $2,487,924 |
STATE STREET GLOBAL ADVISORS1+ years Service code 19 · EIN 04-1867445 | Securities Custodian | $2,261,929 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON TRUST COMPANY, NA Service code 52 | Indirect Investment Fees | $1,889,848 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORPORATION Service code 18 · EIN 04-1867445 | Other fees; Trustee (bank, trust comp... | $1,260,283 |
Filed as: BARROW HANLEY MEWINNEY AND STRAUS Service code 28 · EIN 75-2403190 | Investment Management | $1,082,888 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF NEW YORK MELLON Service code 28 · EIN 13-5160382 | Investment Management | $1,062,168 |
T ROWE PRICE RPS INC1+ years Filed as: T ROWE PRICE ASSOCIATES INC Service code 28 · EIN 52-0556948 | Investment Management | $905,930 |
WILLIAM BLAIR1+ years Filed as: WILLIAM BLAIR AND COMPANY LLC Service code 28 · EIN 36-2214610 | Investment Management | $686,738 |
NUMERIC INVESTORS LLC1+ years Filed as: NUMERIC INVESTORS Service code 28 · EIN 43-3068821 | Investment Management | $643,009 |
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 | $81,916 | $87,670-6.6% | $123,106-33.5% | $69,651+17.6% |
| Participation rate | 89.4% | 87.8%+1.7pp | 86.8%+2.6pp | 66.6%+22.8pp |
| Annual return | -0.60% | 3.10%-3.7pp | 13.22%-13.8pp | 53.77%-54.4pp |
| Employer contribution / active EE | $4,862 | $3,511+38.5% | $5,151-5.6% | $2,241+117.0% |
| Participant deferral / active EE | $6,214 | $5,412+14.8% | $6,229-0.3% | $3,635+70.9% |
| Admin fee / account holder | $138 | $94+46.8% | $9,015-98.5% | $63+118.6% |