Filed April 24, 2012 (most recent of 2 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 |
|---|---|---|
PGIM INVESTMENTS1+ years Filed as: JENNISON ASSOCIATES, LLC Service code 51 · EIN 22-2540245 | Investment Mgmt Fees | $891,874 |
PIMCO FUNDS1+ years Filed as: PACIFIC INVESTMENT MGMT COMPANY LLC Service code 51 · EIN 33-0629048 | Investment Mgmt Fees | $496,863 |
MERCER1+ years Filed as: MERCER, INC. Service code 11 · EIN 13-2834414 | Actuarial | $255,786 |
BLACKROCK1+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $199,046 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Filed as: WILSHIRE ASSOCIATES INC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $184,583 |
THE BANK OF NEW YORK MELLON1+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $148,984 |
GRANT THORNTON LLP1+ years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $38,850 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN, LEWIS & BOCKIUS, LLP Service code 29 · EIN 23-0891050 | Legal | $21,793 |
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 | $14,096,330-100.0% | $466,275-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.6%-17.6pp | 0.0%0pp |
| Annual return | -1.13% | 1.67%-2.8pp | -2.52%+1.4pp | 1.67%-2.8pp |
| Employer contribution / active EE | $0 | $10,506-100.0% | $109,954-100.0% | $10,506-100.0% |
| Participant deferral / active EE | $0 | $1,562-100.0% | $846-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $12,408-100.0% | $66,276-100.0% |