Filed February 25, 2011 (most recent of 5 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.
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO4+ years Service code 17 · EIN 04-2647786 | Pension Consulting | $490,230 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: JP MORGAN Service code 27 · EIN 13-3200244 | Advisory (Plan) | $449,092 |
CHILDRENS MEDICAL CENTER1 year Service code 51 · EIN 75-0800628 | Investment Mgmt Fees | $212,834 |
NORTHERN TRUST COMPANY4+ years Filed as: NORTHERN TRUST Service code 16 · EIN 45-6138589 | Consulting | $148,931 |
FUND DIRECT ADVISORS4+ years Filed as: FUND EVALUATION GROUP , LLC Service code 34 · EIN 01-0694771 | Valuation (appraisals, etc.) | $53,892 |
Filed as: SILCHESTER Service code 27 · EIN 36-7045783 | Advisory (Plan) | $41,069 |
Filed as: DRIEHAUS CAPITAL MGMT LLC Service code 27 · EIN 20-3634295 | Advisory (Plan) | $8,942 |
WELLINGTON TRUST COMPANY4+ years Service code 27 · EIN 04-2755549 | Advisory (Plan) | $5,978 |
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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 | $58,400,878-100.0% | $436,953-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 0.0%0pp |
| Annual return | -3.43% | 9.64%-13.1pp | -102.04%+98.6pp | 33.37%-36.8pp |
| Employer contribution / active EE | $0 | $8,034-100.0% | $36,232-100.0% | $11,253-100.0% |
| Participant deferral / active EE | $0 | $572-100.0% | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $292,663-100.0% | $12,721-100.0% | $99,113-100.0% |