Filed February 21, 2019
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 |
|---|---|---|
HEWITT ASSOCIATES LLC3+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $3,359,217 |
NORTHERN TRUST COMPANY3+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $999,441 |
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS GLOBAL ASSET MANAGEMENT Service code 28 · EIN 36-3718331 | Investment Management | $972,002 |
WELLINGTON TRUST COMPANY1 year Service code 28 · EIN 04-2755549 | Investment Management | $724,495 |
CAUSEWAY CAPITAL MANAGEMENT LLC3+ years Service code 28 · EIN 95-4861680 | Investment Management | $651,225 |
Service code 28 · EIN 52-2345054 | Investment Management | $628,397 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY PRIME PROPERTY Service code 28 · EIN 13-0057834 | Investment Management | $598,821 |
WELLINGTON TRUST COMPANY3+ years Filed as: WELLINGTON MANAGEMENT COMPANY LLP Service code 28 · EIN 47-1167553 | Investment Management | $420,758 |
MERCER3+ years Service code 11 · EIN 13-2834414 | Actuarial | $393,248 |
GROOM LAW GROUP3+ years Service code 29 · EIN 52-1219029 | Legal | $351,007 |
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 | $0 | $144,462-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 0.0%0pp |
| Annual return | 13.28% | 16.32%-3.0pp | 16.78%-3.5pp | 16.32%-3.0pp |
| Employer contribution / active EE | $8,059 | $12,766-36.9% | $26,328-69.4% | $12,766-36.9% |
| Participant deferral / active EE | $0 | $800-100.0% | $97-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $20,893-100.0% | - |