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 LLC5 years Service code 15 · EIN 82-1061233 | Recordkeeping | $4,461,837 |
BLACKROCK4 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO,NA Service code 21 · EIN 94-3112180 | Bank Trustee | $3,275,577 |
T ROWE PRICE RPS INC4 years Filed as: T ROWE PRICE ASSOCIATES, INC. Service code 28 · EIN 52-0556948 | Investment Management | $1,032,453 |
THE BANK OF NEW YORK MELLON7+ years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Investment management fees paid direc... | $966,613 |
Filed as: WCM INVESTMENT MANAGEMENT, LLC Service code 28 · EIN 95-3046237 | Investment Management | $851,594 |
LAZARD ASSET MANAGEMENT5 years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 26 30 ROCKEFELLER PLAZA · NEW YORK, NY 10112 | Advisory (Participants) | $747,176 |
TS&W INTERNATIONAL7+ years Filed as: TT INTERNATIONAL Service code 28 | Investment Management | $716,188 |
AEW CAPITAL MANAGEMENT5 years Filed as: AEW Service code 28 601 S. FIGUEROA STREET · LOS ANGELES, CA 90017 | Investment Management | $645,843 |
MFS INVESTMENT MANAGEMENT2 years Filed as: MFS INSTITUTIONAL ADVISORS Service code 28 · EIN 04-3247425 | Investment Management | $635,044 |
STRATEGIC GLOBAL ADVISORS3 years Service code 28 · EIN 20-4414459 | Investment Management | $628,607 |
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 | $180,064 | $143,889+25.1% | $189,534-5.0% | $106,520+69.0% |
| Participation rate | 91.8% | 89.1%+2.6pp | 87.8%+4.0pp | 71.3%+20.5pp |
| Annual return | 14.65% | 17.38%-2.7pp | 555.39%-540.7pp | 19.28%-4.6pp |
| Employer contribution / active EE | $6,165 | $4,416+39.6% | $6,1620% | $2,840+117.0% |
| Participant deferral / active EE | $9,106 | $7,575+20.2% | $8,220+10.8% | $4,948+84.0% |
| Admin fee / account holder | $175 | $98+77.9% | $12,049-98.5% | $75+134.6% |