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 |
|---|---|---|
HARBOURVEST PARTNERS LP9+ years Filed as: HARBOURVEST Service code 27 · EIN 98-0494208 | Advisory (Plan) | $1,289,083 |
STATE STREET GLOBAL ADVISORS9+ years Filed as: STATE STREET BANK AND TRUST Service code 25 · EIN 53-0115260 | Directed Trustee | $425,252 |
WESTERN ASSET MANAGEMENT COMPANY9+ years Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 95-2705767 | Investment Management | $356,128 |
LOOMIS SAYLES7 years Filed as: LOOMIS SAYLES TRUST COMPANY, LLC Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $330,435 |
WELLINGTON TRUST COMPANY9+ years Filed as: WELLINGTON MANAGEMENT COMPANY LLP Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $275,651 |
JPMORGAN INVEST HOLDINGS LLC5 years Filed as: JPMORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $238,758 |
BUCK GLOBAL, LLC6 years Service code 11 · EIN 13-3954297 | Actuarial | $236,043 |
NEA9+ years Service code 10 · EIN 53-0115260 | Accounting | $218,940 |
WILSHIRE ASSOCIATES INCORPORATED9+ years Filed as: WILSHIRE ASSOCIATES Service code 27 · EIN 95-2755361 | Advisory (Plan) | $193,500 |
Service code 29 · EIN 52-1958229 | Legal | $178,933 |
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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 | $92,238-100.0% | $163,428-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 15.9%-15.9pp | 2.3%-2.3pp |
| Annual return | 8.44% | 7.85%+0.6pp | 9.36%-0.9pp | 37.74%-29.3pp |
| Employer contribution / active EE | $35,127 | $16,947+107.3% | $31,270+12.3% | $15,788+122.5% |
| Participant deferral / active EE | $1,997 | $3,293-39.4% | $263+658.1% | $732+172.7% |
| Admin fee / account holder | $0 | $1,044-100.0% | $9,460-100.0% | $9,287-100.0% |