Filed October 21, 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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: WESTERN ASSET COMPANY MNGMNT, LLC Service code 28 385 EAST COLORADO BOULEVARD · PASADENA, CA 91101 | Investment Management | $163,752 |
ALIGHT SOLUTIONS LLC2+ years Service code 14 · EIN 82-1061233 | Plan Administrator | $148,173 |
AON CONSULTING1 year Filed as: AON HEWITT INVSTMNT CONSULTING, INC Service code 11 · EIN 27-2436452 | Actuarial | $113,892 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST CORPORATION Service code 28 · EIN 36-2723087 | Investment Management | $73,120 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $61,829 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $341,093,897-100.0% | $50,635-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 6.0%-6.0pp | 0.0%0pp |
| Annual return | 22.47% | 53.17%-30.7pp | 18.06%+4.4pp | 21.83%+0.6pp |
| Employer contribution / active EE | $4,537 | $14,715-69.2% | $30,411-85.1% | $12,237-62.9% |
| Participant deferral / active EE | $0 | $65-100.0% | $40-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $1,675-100.0% | $1,551,325-100.0% |