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 |
|---|---|---|
Filed as: NISA INVESTMENT ADVISORS Service code 28 · EIN 48-1140940 | Investment Management | $448,372 |
WILSHIRE ASSOCIATES INCORPORATED8+ years Filed as: WILSHIRE ASSOCIATES INC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $406,421 |
WILLIS TOWERS WATSON US LLC4 years Service code 11 · EIN 53-0181291 | Actuarial | $246,698 |
LEGAL & GENERAL INVESTMENT3 years Service code 28 · EIN 20-8058531 | Investment Management | $226,968 |
THE BANK OF NEW YORK MELLON8+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $135,305 |
GRANT THORNTON LLP1 year Service code 10 · EIN 36-6055558 | Accounting | $78,750 |
CURCIO WEBB3 years Filed as: CURCIO WEBB LLC Service code 16 · EIN 36-4171366 | Consulting | $20,000 |
BLACKROCK8+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $18,855 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN, LEWIS & BOCKIUS, LLP Service code 29 · EIN 23-0891050 | Legal | $14,881 |
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.
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 | $46,984-100.0% | $732,694-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 7.1%-7.1pp | 5.6%-5.6pp |
| Annual return | -21.86% | 39.82%-61.7pp | -15.18%-6.7pp | 39.82%-61.7pp |
| Employer contribution / active EE | $0 | $19,980-100.0% | $53,321-100.0% | $19,980-100.0% |
| Participant deferral / active EE | $0 | $614-100.0% | $0 | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $0 | $62-100.0% |