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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC4 years Service code 11 · EIN 53-0181291 | Actuarial | $1,401,969 |
THE BANK OF NEW YORK MELLON8+ years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $386,049 |
INDEPENDENT FINANCIAL PARTNERS8+ years Filed as: STONE HARBOUR Service code 28 · EIN 20-3888589 | Investment Management | $289,402 |
NISA INVESTMENT ADVISORS, LLC8+ years Filed as: NISA INVESTMENT ADVISORS Service code 28 · EIN 48-1140940 | Investment Management | $284,126 |
STATE STREET GLOBAL ADVISORS7 years Service code 18 · EIN 04-1867445 | Investment management fees paid indir... | $201,758 |
BOSTON PARTNERS8+ years Service code 28 · EIN 98-0202744 | Investment Management | $149,135 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: JP MORGAN CHASE BANK Service code 24 · EIN 13-3200244 | Discretionary Trustee | $139,646 |
WELLINGTON TRUST COMPANY7 years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $65,989 |
Filed as: SUSTAINABLE GROWTH ADVISERS Service code 28 · EIN 05-0571266 | Investment Management | $63,976 |
SCHRODER INVESTMENT MANAGEMENT8+ years Filed as: SCHRODER INVESTMENT MGT NA INC Service code 51 · EIN 13-6877903 | Investment Mgmt Fees | $60,407 |
Annual investment return 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.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $171,256-100.0% | $788,447-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 21.4%-21.4pp | 1.5%-1.5pp |
| Annual return | -22.25% | -6.02%-16.2pp | -3.21%-19.0pp | 23.41%-45.7pp |
| Employer contribution / active EE | $0 | $11,241-100.0% | $46,051-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $120-100.0% | $31-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $625-100.0% | $46,258-100.0% | $14,884-100.0% |