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 CO5+ years Service code 17 · EIN 04-2647786 | Pension Consulting | $1,201,074 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: JP MORGAN Service code 27 · EIN 13-3200244 | Advisory (Plan) | $471,685 |
FUND DIRECT ADVISORS5+ years Filed as: FUND EVALUATION GROUP , LLC Service code 34 · EIN 01-0694771 | Valuation (appraisals, etc.) | $121,012 |
NORTHERN TRUST COMPANY5+ years Filed as: NORTHERN TRUST Service code 16 · EIN 45-6138589 | Consulting | $79,500 |
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 | $212,470-100.0% | $428,620-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 52.4%-52.4pp | 46.0%-46.0pp | 47.3%-47.3pp |
| Annual return | 8.66% | 21.43%-12.8pp | 20.73%-12.1pp | 12.16%-3.5pp |
| Employer contribution / active EE | $533,333 | $39,472+1251.2% | $36,503+1361.1% | $44,747+1091.9% |
| Participant deferral / active EE | $0 | $80-100.0% | $77-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $5,476-100.0% | $7,495-100.0% | $17,640-100.0% |