Filed June 14, 2013 (most recent of 4 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 |
|---|---|---|
HARRIS TRUST AND SAVINGS BANK2+ years Service code 11 · EIN 36-1194448 | Actuarial | $536,996 |
BLACKROCK2+ years Filed as: BLACKROCK INST TRUST COMPANY Service code 21 · EIN 94-3112180 | Bank Trustee | $368,513 |
PIMCO FUNDS2+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $248,512 |
HEWITT ASSOCIATES LLC1 year Service code 11 · EIN 36-2235791 | Actuarial | $175,000 |
LOOMIS SAYLES2+ years Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 04-1554520 | Investment Management | $163,566 |
Filed as: JP MORGAN Service code 28 · EIN 13-6038770 | Investment Management | $120,499 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO Service code 21 · EIN 41-1592157 | Bank Trustee | $117,000 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF AMERICA, N.A. Service code 29 · EIN 94-1687665 | Legal | $14,705 |
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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 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 | $35,636-100.0% | $322,681-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 1.8%-1.8pp |
| Annual return | 12.43% | 3.81%+8.6pp | 4.07%+8.4pp | 7.18%+5.3pp |
| Employer contribution / active EE | $0 | $14,300-100.0% | $36,235-100.0% | $13,095-100.0% |
| Participant deferral / active EE | $0 | $38-100.0% | $215-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $7,128-100.0% | $362-100.0% |