Filed July 16, 2013 (most recent of 4 filings on file)
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 53-0181291 | Actuarial | $675,512 |
NORTHERN TRUST COMPANY5+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $212,500 |
KPMG LLP5+ years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $139,103 |
GOLDMAN SACHS4 years Filed as: POLUNIN CAPITAL PARTNERS LIMITED Service code 28 | Investment Management | $84,064 |
DODGE & COX3 years Filed as: DODGE AND COX Service code 28 · EIN 94-1441976 | Investment Management | $81,526 |
BLACKROCK5+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $80,854 |
DONALD TAYLOR2 years Filed as: DONALD SMITH AND CO, INC Service code 27 · EIN 13-2807845 | Advisory (Plan) | $69,120 |
NISA INVESTMENT ADVISORS, LLC5+ years Service code 28 · EIN 48-1140940 | Investment Management | $67,532 |
MITCHELL & TITUS, LLP2 years Filed as: SW MITCHELL CAPITAL Service code 28 | Investment Management | $46,887 |
Service code 28 1045 AVE OF THE AMERICAS FLOOR 25 · NEW YORK, NY 10018 | Investment Management | $18,567 |
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Participant 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 | $341,093,897-100.0% | $428,620-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 0.0%0pp |
| Annual return | 14.11% | 34.64%-20.5pp | 20.73%-6.6pp | 21.83%-7.7pp |
| Employer contribution / active EE | $9,556 | $7,654+24.8% | $36,503-73.8% | $12,237-21.9% |
| Participant deferral / active EE | $0 | $693-100.0% | $77-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $7,495-100.0% | $1,551,325-100.0% |