Filed February 9, 2015 (most recent of 6 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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY10+ years Filed as: JP MORGAN INVESTMENT MGMT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $1,312,271 |
NISA INVESTMENT ADVISORS, LLC10+ years Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 48-1140940 | Investment Management | $1,269,552 |
Filed as: FIDELITY INV INST OPS CO Service code 15 · EIN 04-2647786 | Recordkeeping | $960,523 |
BLACKROCK10+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT, INC Service code 28 · EIN 13-3806691 | Investment Management | $771,763 |
COLUMBIA3 years Filed as: COLUMBIA THREADNEEDLE Service code 28 · EIN 13-3180631 | Investment Management | $550,592 |
WELLINGTON TRUST COMPANY4 years Filed as: WELLINGTON MANAGEMENT COMPANY LLP Service code 51 · EIN 30-0835489 | Investment Mgmt Fees | $540,898 |
INCOME RESEARCH & MANAGEMENT4 years Filed as: INCOME RESEARCH + MANAGEMENT Service code 28 · EIN 04-2955404 | Investment Management | $539,418 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 19 · EIN 81-4017137 | Securities Custodian | $460,917 |
THE SEGAL COMPANY5 years Filed as: SEGAL BRYANT & HAMILL Service code 28 · EIN 35-2679129 | Investment Management | $399,023 |
MORGAN STANLEY SMITH BARNEY9 years Filed as: MORGAN STANLEY INVESTMENT MGMT INC. Service code 28 · EIN 13-3040307 | Investment Management | $371,871 |
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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 | $0 | $3,219,907-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.0%-10.0pp | 0.0%0pp |
| Annual return | 1.10% | 8.48%-7.4pp | 3.48%-2.4pp | 8.48%-7.4pp |
| Employer contribution / active EE | $0 | $9,949-100.0% | $31,780-100.0% | $9,949-100.0% |
| Participant deferral / active EE | $0 | $734-100.0% | $83-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | - |