Filed July 19, 2010
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 |
|---|---|---|
WESTERN ASSET MANAGEMENT COMPANY1+ years Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 95-2705767 | Investment Management | $405,882 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK AND TRUST Service code 10 · EIN 04-1867445 | Accounting | $300,979 |
NEA1+ years Service code 10 · EIN 53-0115260 | Accounting | $236,032 |
BUCK GLOBAL, LLC1+ years Filed as: BUCK CONSULTANTS Service code 11 · EIN 13-3954297 | Actuarial | $207,172 |
LOOMIS SAYLES1+ years Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $190,691 |
AB FUNDS1+ years Filed as: ALLIANCE BERNSTEIN L.P. Service code 51 · EIN 13-4064930 | Investment Mgmt Fees | $189,834 |
HARBOURVEST PARTNERS LP1+ years Filed as: HARBOURVEST Service code 28 · EIN 98-0494208 | Investment Management | $182,558 |
NEUBERGER BERMAN1+ years Filed as: NEUBERGER BERMAN, LLC Service code 28 · EIN 13-5221910 | Investment Management | $176,719 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Filed as: WILSHIRE ASSOCIATES Service code 27 · EIN 95-2755361 | Advisory (Plan) | $169,500 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON MANAGEMENT COMPANY LLP Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $136,175 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $14,096,330-100.0% | $108,235-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.2%-32.2pp | 0.0%0pp |
| Annual return | -4.10% | 1.67%-5.8pp | -1.08%-3.0pp | 1.67%-5.8pp |
| Employer contribution / active EE | $31,386 | $10,506+198.7% | $35,779-12.3% | $10,506+198.7% |
| Participant deferral / active EE | $818 | $1,562-47.6% | $238+243.1% | $1,562-47.6% |
| Admin fee / account holder | $0 | $66,276-100.0% | $13,449-100.0% | $66,276-100.0% |