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 LLC7 years Service code 15 · EIN 82-1061233 | Recordkeeping | $4,578,742 |
BLACKROCK6 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO,NA Service code 21 · EIN 94-3112180 | Bank Trustee | $3,186,590 |
THE BANK OF NEW YORK MELLON9+ years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Trustee (bank, trust company, or simi... | $961,635 |
MFS INVESTMENT MANAGEMENT4 years Filed as: MFS INSTITUTIONAL ADVISORS Service code 28 · EIN 04-3247425 | Investment Management | $815,452 |
T ROWE PRICE RPS INC6 years Filed as: T ROWE PRICE ASSOCIATES, INC. Service code 28 · EIN 52-0556948 | Investment Management | $757,553 |
Filed as: WCM INVESTMENT MANAGEMENT, LLC Service code 28 · EIN 95-3046237 | Investment Management | $734,325 |
LAZARD ASSET MANAGEMENT7 years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 26 30 ROCKEFELLER PLAZA · NEW YORK, NY 10112 | Advisory (Participants) | $664,905 |
TS&W INTERNATIONAL9+ years Filed as: TT INTERNATIONAL Service code 28 | Investment Management | $481,878 |
INSIGHT INVESTMENTS3 years Service code 28 200 PARK AVENUE · NEW YORK, NY 10166 | Investment Management | $470,784 |
WILLIAM BLAIR7 years Filed as: WILLIAM BLAIR INVESTMENT MGMT, LLC Service code 28 · EIN 47-2614791 | Investment Management | $445,544 |
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 | $169,929 | $135,240+25.7% | $170,055-0.1% | $96,393+76.3% |
| Participation rate | 94.4% | 86.5%+7.9pp | 87.0%+7.4pp | 71.3%+23.2pp |
| Annual return | 17.68% | 22.04%-4.4pp | 53.43%-35.7pp | 22.88%-5.2pp |
| Employer contribution / active EE | $6,842 | $5,029+36.0% | $6,790+0.8% | $3,239+111.3% |
| Participant deferral / active EE | $10,830 | $8,138+33.1% | $10,410+4.0% | $5,455+98.5% |
| Admin fee / account holder | $132 | $85+55.3% | $12,828-99.0% | $74+78.5% |