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 COMPANY3+ years Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 95-2705767 | Investment Management | $369,441 |
HARBOURVEST PARTNERS LP3+ years Filed as: HARBOURVEST Service code 27 · EIN 98-0494208 | Advisory (Plan) | $352,751 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET BANK AND TRUST Service code 25 · EIN 04-1867445 | Directed Trustee | $339,506 |
Filed as: CBRE CLARION SECURITIES, LLC Service code 28 · EIN 23-2802869 | Investment Management | $265,195 |
WELLINGTON TRUST COMPANY3+ years Filed as: WELLINGTON MANAGEMENT COMPANY LLP Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $223,281 |
Service code 11 · EIN 13-3954297 | Actuarial | $217,978 |
NEA3+ years Service code 10 · EIN 53-0115260 | Accounting | $217,949 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES TRUST COMPANY, LLC Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $204,439 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Filed as: WILSHIRE ASSOCIATES Service code 27 · EIN 95-2755361 | Advisory (Plan) | $172,500 |
STATE STREET GLOBAL ADVISORS3+ years Service code 18 · EIN 04-1867445 | Investment management fees paid direc... | $95,664 |
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 | $0 | $128,366-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | 18.99% | 13.46%+5.5pp | 9.39%+9.6pp | 17.84%+1.1pp |
| Employer contribution / active EE | $35,685 | $16,846+111.8% | $33,466+6.6% | $14,688+143.0% |
| Participant deferral / active EE | $1,150 | $2,459-53.2% | $657+74.9% | $770+49.4% |
| Admin fee / account holder | $0 | $0 | $2,132-100.0% | - |