Filed September 27, 2013 (most recent of 3 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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 53-0181291 | Actuarial | $1,461,495 |
NISA INVESTMENT ADVISORS, LLC5+ years Filed as: NISA INVESTMENT ADVISORS Service code 28 · EIN 48-1140940 | Investment Management | $754,329 |
INDEPENDENT FINANCIAL PARTNERS5+ years Filed as: STONE HARBOUR Service code 28 · EIN 20-3888589 | Investment Management | $545,293 |
SCHRODER INVESTMENT MANAGEMENT5+ years Filed as: SCHRODER INVESTMENT MGT NA INC Service code 28 · EIN 13-6877903 | Investment Management | $492,883 |
HEXAVEST INC.5+ years Filed as: HEXAVEST INC Service code 28 · EIN 51-6579174 | Investment Management | $384,586 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $374,607 |
BOSTON PARTNERS5+ years Service code 28 · EIN 98-0202744 | Investment Management | $342,158 |
WELLINGTON TRUST COMPANY4 years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-1867445 | Investment Management | $249,429 |
MERCER5+ years Filed as: MERCER INVESTMENT CONSULTING INC Service code 16 · EIN 13-2734414 | Consulting | $187,438 |
STATE STREET GLOBAL ADVISORS4 years Service code 18 · EIN 04-1867445 | Investment management fees paid direc... | $157,509 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
| Category | Counterparty | Relationship / Terms | Address | Amount |
|---|---|---|---|---|
| Part 3 Non-exempt transaction | TOWERS WATSON DELAWARE, INC. | PENSION ADMINISTRATOR INADVERTENT PAYMENT OF NON-QUALIFIED PLAN BENEFIT | — | — |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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% | $568,132-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 17.85% | 14.29%+3.6pp | 14.64%+3.2pp | 21.83%-4.0pp |
| Employer contribution / active EE | $0 | $12,083-100.0% | $41,831-100.0% | $12,237-100.0% |
| Participant deferral / active EE | $0 | $70-100.0% | $200-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $36,942-100.0% | $1,551,325-100.0% |