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.
| 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 |
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% |