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 |
|---|---|---|
HARBOURVEST PARTNERS LP8+ years Filed as: HARBOURVEST Service code 27 · EIN 98-0494208 | Advisory (Plan) | $590,707 |
WESTERN ASSET MANAGEMENT COMPANY8+ years Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 95-2705767 | Investment Management | $466,357 |
STATE STREET GLOBAL ADVISORS8+ years Filed as: STATE STREET BANK AND TRUST Service code 25 · EIN 53-0115260 | Directed Trustee | $362,321 |
WELLINGTON TRUST COMPANY8+ years Filed as: WELLINGTON MANAGEMENT COMPANY LLP Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $336,583 |
LOOMIS SAYLES6 years Filed as: LOOMIS SAYLES TRUST COMPANY, LLC Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $318,477 |
JPMORGAN INVEST HOLDINGS LLC4 years Filed as: JPMORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $257,827 |
BUCK GLOBAL, LLC5 years Service code 11 · EIN 13-3954297 | Actuarial | $208,413 |
WILSHIRE ASSOCIATES INCORPORATED8+ years Filed as: WILSHIRE ASSOCIATES Service code 27 · EIN 95-2755361 | Advisory (Plan) | $204,500 |
NEA8+ years Service code 10 · EIN 53-0115260 | Accounting | $200,876 |
BLACKROCK4 years Filed as: BLACKROCK INSTITUTIONAL TRUST COMPA Service code 21 · EIN 94-3112180 | Bank Trustee | $107,884 |
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.
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 | $164,233-100.0% | $748,470-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.7%-21.7pp | 0.0%0pp |
| Annual return | -11.51% | -13.10%+1.6pp | 0.46%-12.0pp | 2.77%-14.3pp |
| Employer contribution / active EE | $34,704 | $16,278+113.2% | $35,480-2.2% | $15,262+127.4% |
| Participant deferral / active EE | $1,774 | $3,107-42.9% | $231+668.1% | $691+156.6% |
| Admin fee / account holder | $0 | $1,015-100.0% | $29,938-100.0% | $1,015-100.0% |