Filed December 5, 2013
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 |
|---|---|---|
Service code 11 · EIN 53-0181291 | Actuarial | $1,126,019 |
STATE STREET GLOBAL ADVISORS5+ years Filed as: STATE STREET Service code 18 · EIN 04-1867445 | Direct payment from the plan; Custodi... | $101,035 |
Filed as: LEGAL & GENERAL INV MGMT AMERICA Service code 28 · EIN 35-7085469 | Investment Management | $97,475 |
WELLINGTON TRUST COMPANY1 year Service code 28 · EIN 04-6913417 | Investment Management | $54,231 |
Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 28 · EIN 52-1868818 | Investment Management | $27,662 |
CLIFTONLARSONALLEN LLP5+ years Filed as: CLIFTON LARSON ALLEN Service code 10 · EIN 41-0746749 | Accounting | $21,500 |
STATE STREET GLOBAL ADVISORS5+ years Filed as: SSGA Service code 28 · EIN 04-1867445 | Investment Management | $11,370 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $682,094,093-100.0% | $133,543,011-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 0.0%0pp |
| Annual return | 18.46% | 22.40%-3.9pp | 29.77%-11.3pp | 21.83%-3.4pp |
| Employer contribution / active EE | $3,695 | $13,519-72.7% | $33,607-89.0% | $12,237-69.8% |
| Participant deferral / active EE | $0 | $806-100.0% | $96-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $3,101,387-100.0% | $835,310-100.0% | $1,551,325-100.0% |