Filed December 2, 2011 (most recent of 4 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 |
|---|---|---|
MERCER4+ years Service code 17 · EIN 13-2834414 | Pension Consulting | $422,974 |
FRANKLIN TEMPLETON4+ years Filed as: CLARION LION PROPERTIES FUND, LP Service code 51 · EIN 13-4087331 | Investment Mgmt Fees | $206,182 |
ACADIAN ASSET MANAGEMENT LLC4+ years Filed as: ACADIAN ASSET MANAGEMENT Service code 28 · EIN 04-2929221 | Investment Management | $173,477 |
MORNEAU SHEPELL4+ years Service code 15 · EIN 45-4303723 | Recordkeeping | $155,250 |
MCDERMOTT WILL & EMERY LLP3 years Service code 29 · EIN 36-1453176 | Legal | $154,140 |
TORTOISE CAPITAL ADVISORS LLC4+ years Filed as: TORTOISE CAPITAL ADVISORS Service code 51 · EIN 22-3875939 | Investment Mgmt Fees | $137,804 |
PIMCO FUNDS4+ years Filed as: PIMCO Service code 51 · EIN 33-0629048 | Investment Mgmt Fees | $126,345 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: JP MORGAN Service code 27 · EIN 13-3200244 | Advisory (Plan) | $115,186 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $98,263 |
INTECH INVESTMENT MANAGEMENT LLC4+ years Filed as: JANUS CAPITAL MANAGEMENT Service code 51 · EIN 01-0614895 | Investment Mgmt Fees | $72,185 |
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Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
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 | $218,893-100.0% | $436,953-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 49.9%-49.9pp | 44.2%-44.2pp | 46.4%-46.4pp |
| Annual return | -87.66% | -114.99%+27.3pp | -102.04%+14.4pp | -82.67%-5.0pp |
| Employer contribution / active EE | $0 | $39,361-100.0% | $36,232-100.0% | $43,771-100.0% |
| Participant deferral / active EE | $0 | $44-100.0% | $47-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $11,759-100.0% | $12,721-100.0% | $11,204-100.0% |