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.
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| Provider | Service type | Compensation |
|---|---|---|
WESTERN ASSET MANAGEMENT COMPANY2+ years Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 95-2705767 | Investment Management | $368,592 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK AND TRUST Service code 25 · EIN 04-1867445 | Directed Trustee | $253,588 |
NEA2+ years Service code 10 · EIN 53-0115260 | Accounting | $236,613 |
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON MANAGEMENT COMPANY LLP Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $209,695 |
HARBOURVEST PARTNERS LP2+ years Filed as: HARBOURVEST Service code 27 · EIN 98-0494208 | Advisory (Plan) | $204,722 |
BUCK GLOBAL, LLC1 year Filed as: BUCK CONSULTANTS, LLC Service code 11 · EIN 13-3954297 | Actuarial | $190,599 |
LOOMIS SAYLES2+ years Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $184,640 |
NEUBERGER BERMAN2+ years Filed as: NEUBERGER BERMAN, LLC Service code 28 · EIN 13-5221910 | Investment Management | $173,501 |
AB FUNDS2+ years Filed as: ALLIANCE BERNSTEIN L.P. Service code 51 · EIN 13-4064930 | Investment Mgmt Fees | $169,578 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Filed as: WILSHIRE ASSOCIATES Service code 27 · EIN 95-2755361 | Advisory (Plan) | $166,500 |
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Participant contribution per participant 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 | $381,942,733-100.0% | $115,939-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | 7.53% | 5.69%+1.8pp | 3.97%+3.6pp | 9.19%-1.7pp |
| Employer contribution / active EE | $33,447 | $14,808+125.9% | $28,168+18.7% | $12,608+165.3% |
| Participant deferral / active EE | $949 | $2,219-57.2% | $274+245.9% | $1,615-41.2% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $12,837-100.0% | $2,655,710-100.0% |