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 BARNEY4+ years Filed as: JP MORGAN INVESTMENT MGMT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $2,114,318 |
LEGAL & GENERAL INVESTMENT3 years Filed as: LEGAL & GENERAL INVST MGMT AMERICA Service code 28 · EIN 20-8058531 | Investment Management | $1,076,831 |
BLACKROCK4+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT, INC Service code 28 · EIN 13-3806691 | Investment Management | $1,047,288 |
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $1,005,777 |
NISA INVESTMENT ADVISORS, LLC4+ years Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 48-1140940 | Investment Management | $992,805 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY INVESTMENT MGMT INC. Service code 28 · EIN 13-3040307 | Investment Management | $639,636 |
SCHRODER INVESTMENT MANAGEMENT4+ years Filed as: SCHRODER INVESTMENT MGMT NA, INC. Service code 21 · EIN 13-4064414 | Bank Trustee | $497,645 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE STREET BANK & TRUST CO. Service code 25 · EIN 04-1867445 | Directed Trustee | $489,648 |
BMO HARRIS BANK NA2 years Filed as: BMO ASSET MGMT CORP Service code 28 · EIN 36-3673844 | Investment Management | $472,635 |
Filed as: FIDELITY INVESTMENTS Service code 15 · EIN 04-2647786 | Recordkeeping | $410,002 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $311,837-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 0.0%0pp |
| Annual return | -4.55% | 73.13%-77.7pp | 4677.09%-4681.6pp | 73.13%-77.7pp |
| Employer contribution / active EE | $8,003 | $8,421-5.0% | $49,501-83.8% | $8,421-5.0% |
| Participant deferral / active EE | $0 | $293-100.0% | $312-100.0% | $293-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |