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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV INST OPS CO Service code 15 · EIN 04-2647786 | Recordkeeping | $1,828,729 |
NISA INVESTMENT ADVISORS, LLC5+ years Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 48-1140940 | Investment Management | $1,241,264 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: JP MORGAN INVESTMENT MGMT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $1,223,026 |
LEGAL & GENERAL INVESTMENT4 years Filed as: LEGAL & GENERAL INVST MGMT AMERICA Service code 28 · EIN 20-8058531 | Investment Management | $1,176,380 |
BLACKROCK5+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT, INC Service code 28 · EIN 13-3806691 | Investment Management | $1,150,684 |
STATE STREET GLOBAL ADVISORS5+ years Filed as: STATE STREET BANK & TRUST CO. Service code 25 · EIN 04-1867445 | Directed Trustee | $881,776 |
WILLIAM BLAIR2 years Filed as: WILLIAM BLAIR INVESTMENT MGMT, LLC Service code 51 · EIN 47-2614791 | Investment Mgmt Fees | $691,487 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY INVESTMENT MGMT INC. Service code 28 · EIN 13-3040307 | Investment Management | $603,997 |
BMO HARRIS BANK NA3 years Filed as: BMO ASSET MGMT CORP Service code 28 · EIN 36-3673844 | Investment Management | $489,148 |
SCHRODER INVESTMENT MANAGEMENT5+ years Filed as: SCHRODER INVESTMENT MGMT NA, INC. Service code 21 · EIN 13-4064414 | Bank Trustee | $419,796 |
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 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 19.90% | 1023.85%-1003.9pp | 12.90%+7.0pp | 1023.85%-1003.9pp |
| Employer contribution / active EE | $24,112 | $11,605+107.8% | $53,929-55.3% | $11,605+107.8% |
| Participant deferral / active EE | $0 | $275-100.0% | $78-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |