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.
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC1 year Service code 15 · EIN 82-1061233 | Recordkeeping | $3,834,896 |
Filed as: STATE STREET GLOBAL ADVRS TRUST CO. Service code 49 · EIN 81-4017137 | Other Services | $2,245,909 |
BLACKROCK3+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $1,566,491 |
T ROWE PRICE RPS INC3+ years Filed as: T ROWE PRICE ASSOCIATES INC Service code 28 · EIN 52-0556948 | Investment Management | $1,493,028 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Other fees; Trustee (bank, trust comp... | $1,402,822 |
HEWITT ASSOCIATES LLC3+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $1,386,816 |
AEW CAPITAL MANAGEMENT1 year Filed as: AEW Service code 28 601 S. FIGUEROA STREET · LOS ANGELES, CA 90017 | Investment Management | $898,922 |
Filed as: WCM INVESTMENT MANAGEMENT Service code 28 · EIN 95-3046237 | Investment Management | $735,102 |
TS&W INTERNATIONAL3+ years Filed as: TT INTERNATIONAL Service code 28 | Investment Management | $644,254 |
LAZARD ASSET MANAGEMENT1 year Filed as: LAZARD ASSET MANAGEMENT LLC Service code 26 30 ROCKEFELLER PLAZA · NEW YORK, NY 10112 | Advisory (Participants) | $630,414 |
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 | $124,883 | $112,134+11.4% | $149,721-16.6% | $80,976+54.2% |
| Participation rate | 90.1% | 87.3%+2.8pp | 87.1%+3.0pp | 68.3%+21.8pp |
| Annual return | 16.45% | 17.23%-0.8pp | 1501.67%-1485.2pp | 22.91%-6.5pp |
| Employer contribution / active EE | $5,177 | $3,991+29.7% | $5,444-4.9% | $2,402+115.5% |
| Participant deferral / active EE | $6,826 | $6,036+13.1% | $6,568+3.9% | $3,848+77.4% |
| Admin fee / account holder | $164 | $109+50.5% | $11,282-98.5% | $67+143.6% |