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 INVESTMENTS4+ years Filed as: JENNISON ASSOCIATES, LLC Service code 51 · EIN 22-2540245 | Investment Mgmt Fees | $494,059 |
PIMCO FUNDS4+ years Filed as: PACIFIC INVESTMENT MGMT COMPANY LLC Service code 51 · EIN 33-0629048 | Investment Mgmt Fees | $277,519 |
MERCER4+ years Filed as: MERCER, INC. Service code 11 · EIN 13-2834414 | Actuarial | $270,386 |
THE BANK OF NEW YORK MELLON4+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $191,780 |
BLACKROCK4+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $175,475 |
Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $166,162 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Filed as: WILSHIRE ASSOCIATES INC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $154,569 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN, LEWIS & BOCKIUS, LLP Service code 29 · EIN 23-0891050 | Legal | $98,958 |
Filed as: PRICE WATERHOUSE COOPERS, LLP Service code 11 · EIN 13-4008324 | Actuarial | $86,500 |
GRANT THORNTON LLP4+ years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $48,825 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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.
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 | $18,026,966-100.0% | $463,922-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 17.6%-17.6pp | 1.8%-1.8pp |
| Annual return | -5.79% | 0.19%-6.0pp | 60.62%-66.4pp | 0.19%-6.0pp |
| Employer contribution / active EE | $0 | $13,763-100.0% | $61,657-100.0% | $13,763-100.0% |
| Participant deferral / active EE | $0 | $804-100.0% | $288-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $23-100.0% | $426-100.0% |