Filed May 14, 2012
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 |
|---|---|---|
Service code 11 · EIN 13-3954297 | Actuarial | $632,347 |
LOOMIS SAYLES1 year Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $534,209 |
Service code 28 200 SOUTH 10TH STREET, SUITE 800 · RICHMOND, VA 23219 | Investment Management | $271,157 |
Service code 28 · EIN 54-1870462 | Investment Management | $250,553 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO Service code 13 · EIN 22-1147033 | Contract Administrator | $164,339 |
KILPATRICK TOWNSEND3+ years Filed as: KILPATRICK STOCKTON Service code 29 · EIN 58-0511774 | Legal | $33,091 |
BKD, LLP3+ years Service code 10 · EIN 44-0160260 | Accounting | $14,900 |
SUSTAINALITICS2 years Filed as: SUSTAINALITICS US, INC. Service code 13 125 MAIDEN LANE · NEW YORK, NY 10038 | Contract Administrator | $8,945 |
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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 | $44,091-100.0% | $180,484-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 4.5%-4.5pp |
| Annual return | 10.83% | 18.28%-7.4pp | 10.53%+0.3pp | 13.95%-3.1pp |
| Employer contribution / active EE | $13,271 | $11,746+13.0% | $29,360-54.8% | $16,598-20.0% |
| Participant deferral / active EE | $0 | $174-100.0% | $54-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $1,273-100.0% | $612-100.0% |