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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY9+ years Filed as: JP MORGAN INVESTMENT MGMT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $1,592,670 |
NISA INVESTMENT ADVISORS, LLC9+ years Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 48-1140940 | Investment Management | $1,300,272 |
Filed as: FIDELITY INV INST OPS CO Service code 15 · EIN 04-2647786 | Recordkeeping | $1,115,245 |
COLUMBIA2 years Filed as: COLUMBIA THREADNEEDLE Service code 28 · EIN 13-3180631 | Investment Management | $848,876 |
BLACKROCK9+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT, INC Service code 28 · EIN 13-3806691 | Investment Management | $776,289 |
LEGAL & GENERAL INVESTMENT8 years Filed as: LEGAL & GENERAL INVST MGMT AMERICA Service code 28 · EIN 20-8058531 | Investment Management | $665,332 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 19 · EIN 81-4017137 | Securities Custodian | $656,187 |
WELLINGTON TRUST COMPANY3 years Filed as: WELLINGTON MANAGEMENT COMPANY LLP Service code 28 · EIN 30-0835489 | Investment Management | $549,045 |
WILLIAM BLAIR6 years Filed as: WILLIAM BLAIR INVESTMENT MGMT, LLC Service code 51 · EIN 47-2614791 | Investment Mgmt Fees | $522,921 |
INCOME RESEARCH & MANAGEMENT3 years Filed as: INCOME RESEARCH + MANAGEMENT Service code 28 · EIN 04-2955404 | Investment Management | $407,749 |
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 | $2,703,652-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 7.7%-7.7pp | 0.0%0pp |
| Annual return | 7.91% | 33.11%-25.2pp | 7.26%+0.6pp | 33.11%-25.2pp |
| Employer contribution / active EE | $0 | $9,000-100.0% | $34,949-100.0% | $9,000-100.0% |
| Participant deferral / active EE | $0 | $680-100.0% | $86-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |