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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC1+ years Filed as: HEWITT ASSOCIATES Service code 14 · EIN 36-2235791 | Plan Administrator | $9,281,077 |
SELECT EQUITY GROUP, L.P.1+ years Filed as: SELECT EQUITY Service code 28 380 LAFAYETTE STREET · NEW YORK, NY 10003 | Investment Management | $3,474,327 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF NEW YORK MELLON Service code 15 · EIN 13-5160382 | Recordkeeping | $3,127,350 |
GOLDMAN SACHS1+ years Filed as: SKYBRIDGE CAPITAL PARTNERS LP Service code 17 527 MADISON AVENUE · NEW YORK, NY 10022 | Pension Consulting | $2,659,086 |
CITIGROUP GLOBAL MARKETS INC1+ years Filed as: CITIGROUP INC. Service code 28 388 GREENWICH STREET · NEW YORK, NY 10013 | Investment Management | $2,462,541 |
L.M. HENDERSON & COMPANY, LLP1+ years Filed as: HENDERSON GLOB EAFE Service code 28 · EIN 06-1217855 | Investment Management | $2,188,049 |
ZADIG EUROPE EQ1+ years Service code 28 | Investment Management | $1,946,892 |
STEPSTONE GROUP LP1+ years Filed as: STEPSTONE GROUP LLC Service code 17 · EIN 33-1156466 | Pension Consulting | $1,875,000 |
DALTON INVESTMENTS LLC1+ years Filed as: DALTON INVESTMENTS Service code 28 · EIN 95-4736598 | Investment Management | $1,605,819 |
BLACKROCK1+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $1,579,416 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
Sign up free to preview 14 reportable transactions
Free accounts unlock saves, downloads, and 3-year history.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $47,522-100.0% | $846,462-100.0% | $47,522-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 9.2%-9.2pp |
| Annual return | -1.06% | 3.03%-4.1pp | -0.81%-0.3pp | -0.08%-1.0pp |
| Employer contribution / active EE | $10,280 | $7,443+38.1% | $38,425-73.2% | $7,991+28.6% |
| Participant deferral / active EE | $0 | $0 | $315-100.0% | $325-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $15,697-100.0% | $275-100.0% |