Filed January 3, 2012
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 |
|---|---|---|
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF NEW YORK MELLON TRUST CO Service code 13 · EIN 13-5160382 500 GRANT STREET · PITTSBURGH, PA 15258 | Contract Administrator | $168,829 |
AON CONSULTING1 year Filed as: AON CONSULTING, INC Service code 11 · EIN 36-2235791 100 HALF DAY ROAD · LINCOLNSHIRE, IL 60069 | Actuarial | $146,354 |
Service code 27 · EIN 36-4001764 500 W MADISON ST SUITE 1700 · CHICAGO, IL 60661 | Advisory (Plan) | $120,231 |
HARVEST FUND ADVISORS LLC3+ years Service code 28 · EIN 13-4314689 100 WEST LANCASTER AVE FL2 · WAYNE, PA 19087 | Investment Management | $117,727 |
INCOME RESEARCH & MANAGEMENT3+ years Service code 28 · EIN 04-2955404 100 FEDERAL STREET FL 30 · BOSTON, MA 02110 | Investment Management | $114,935 |
Service code 28 · EIN 46-1294859 6001 SHADY OAKS ROAD SUITE 200 · MINNETONKA, MN 55343 | Investment Management | $60,888 |
TIMES SQUARE CAPITAL MANAGEMENT3+ years Filed as: TIMESSQUARE CAPITAL MANAGEMENT LLC Service code 28 · EIN 20-1665304 PO BOX 4442 · NEW YORK, NY 10163 | Investment Management | $45,369 |
DELAWARE INVESTMENTS1 year Filed as: MACQUARIE INV MANAGEMENT ADVISERS Service code 28 · EIN 23-2859590 2005 MARKET STREET · PHILADELPHIA, PA 19103 | Investment Management | $29,259 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO BANK NA Service code 13 · EIN 94-1347393 NW 5159 · MINNEAPOLIS, MN 55485 | Contract Administrator | $22,331 |
GRANT THORNTON LLP3+ years Service code 10 · EIN 36-6055558 33562 TREASURY CENTER · CHICAGO, IL 60694 | Accounting | $21,098 |
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Participant contribution per participant 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.
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 | $0 | $308,850-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 48.5%-48.5pp | 0.0%0pp |
| Annual return | 11.82% | 9.56%+2.3pp | 14.41%-2.6pp | 17.84%-6.0pp |
| Employer contribution / active EE | $45,304 | $24,624+84.0% | $45,2830% | $14,688+208.4% |
| Participant deferral / active EE | $0 | $2,747-100.0% | $125-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $9,941-100.0% | - |