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 LLC4 years Service code 15 · EIN 82-1061233 | Recordkeeping | $4,408,931 |
BLACKROCK3 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO,NA Service code 21 · EIN 94-3112180 | Bank Trustee | $2,358,713 |
THE BANK OF NEW YORK MELLON6+ years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Investment management fees paid direc... | $1,363,559 |
T ROWE PRICE RPS INC3 years Filed as: T ROWE PRICE ASSOCIATES, INC. Service code 28 · EIN 52-0556948 | Investment Management | $836,141 |
Filed as: WCM INVESTMENT MANAGEMENT, LLC Service code 28 · EIN 95-3046237 | Investment Management | $731,793 |
LAZARD ASSET MANAGEMENT4 years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 26 30 ROCKEFELLER PLAZA · NEW YORK, NY 10112 | Advisory (Participants) | $654,013 |
AEW CAPITAL MANAGEMENT4 years Filed as: AEW Service code 28 601 S. FIGUEROA STREET · LOS ANGELES, CA 90017 | Investment Management | $553,420 |
TS&W INTERNATIONAL6+ years Filed as: TT INTERNATIONAL Service code 28 | Investment Management | $553,394 |
STRATEGIC GLOBAL ADVISORS2 years Service code 28 · EIN 20-4414459 | Investment Management | $508,709 |
WILLIAM BLAIR4 years Filed as: WILLIAM BLAIR INVESTMENT MGMT, LLC Service code 28 · EIN 47-2614791 | Investment Management | $489,964 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $163,491 | $139,268+17.4% | $177,839-8.1% | $106,273+53.8% |
| Participation rate | 92.5% | 91.6%+0.9pp | 87.7%+4.8pp | 70.8%+21.7pp |
| Annual return | 11.89% | 17.20%-5.3pp | 48.33%-36.4pp | 21.70%-9.8pp |
| Employer contribution / active EE | $5,959 | $4,832+23.3% | $5,919+0.7% | $2,722+118.9% |
| Participant deferral / active EE | $8,381 | $7,227+16.0% | $7,714+8.6% | $4,601+82.1% |
| Admin fee / account holder | $120 | $97+24.2% | $12,432-99.0% | $78+53.5% |