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 LLC2+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $6,146,089 |
STATE STREET GLOBAL ADVISORS2+ years Service code 19 · EIN 04-1867445 | Securities Custodian | $1,863,807 |
T ROWE PRICE RPS INC2+ years Filed as: T ROWE PRICE ASSOCIATES INC Service code 28 · EIN 52-0556948 | Investment Management | $1,266,982 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET CORPORATION Service code 18 · EIN 04-1867445 | Trustee (bank, trust company, or simi... | $1,109,086 |
BLACKROCK2+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $1,077,325 |
Filed as: BARROW HANLEY MEWINNEY AND STRAUS Service code 28 · EIN 75-2403190 | Investment Management | $913,269 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF NEW YORK MELLON Service code 28 · EIN 13-5160382 | Investment Management | $854,076 |
NUMERIC INVESTORS LLC2+ years Filed as: NUMERIC INVESTORS Service code 28 · EIN 43-3068821 | Investment Management | $702,199 |
WILLIAM BLAIR2+ years Filed as: WILLIAM BLAIR AND COMPANY LLC Service code 28 · EIN 36-2214610 | Investment Management | $665,990 |
TS&W INTERNATIONAL2+ years Filed as: TT INTERNATIONAL Service code 28 | Investment Management | $481,241 |
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 | $90,814 | $93,756-3.1% | $133,979-32.2% | $329,111-72.4% |
| Participation rate | 89.2% | 89.7%-0.5pp | 87.1%+2.1pp | 67.9%+21.3pp |
| Annual return | 8.79% | 20.33%-11.5pp | 29.30%-20.5pp | 16.35%-7.6pp |
| Employer contribution / active EE | $4,821 | $3,619+33.2% | $5,211-7.5% | $2,303+109.3% |
| Participant deferral / active EE | $6,286 | $5,685+10.6% | $6,282+0.1% | $3,682+70.7% |
| Admin fee / account holder | $134 | $90+50.1% | $9,324-98.6% | $754-82.2% |