Filed April 17, 2002
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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE Service code 11 · EIN 53-0181291 | Actuarial | $419,765 |
GOLDMAN SACHS1+ years Filed as: 1607 CAPITAL PARTNERS Service code 28 · EIN 26-0529973 | Investment Management | $318,754 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON MANAGEMENT COMPANY Service code 28 · EIN 04-2683227 | Investment Management | $299,024 |
GENESIS ASSET MANAGERS LLP1+ years Filed as: GENESIS EMERGING MARKET Service code 28 · EIN 22-3163872 | Investment Management | $187,074 |
Filed as: COLCHESTER GLOBAL BOND Service code 28 · EIN 36-7324183 | Investment Management | $155,400 |
CAMBRIDGE INVESTMENT RESEARCH1+ years Filed as: CAMBRIDGE ASSOCIATES Service code 16 · EIN 04-2562231 | Consulting | $134,223 |
SEI INVESTMENTS1+ years Filed as: JOHN W. BRISTOL & CO., INC. Service code 28 · EIN 47-0937315 | Investment Management | $96,867 |
INCOME RESEARCH & MANAGEMENT1+ years Filed as: INCOME RESEARCH MANAGEMENT Service code 28 · EIN 04-2955404 | Investment Management | $96,597 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Custodial (securities); Investment ma... | $61,840 |
BAKER NEWMAN NOYES1+ years Filed as: BAKER NEWMAN NOYES LLC Service code 10 · EIN 01-0494526 | Accounting | $30,500 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $14,096,330-100.0% | $219,333-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.0%0pp |
| Annual return | -5.58% | 4.01%-9.6pp | -2.01%-3.6pp | 1.67%-7.3pp |
| Employer contribution / active EE | $8,349 | $6,352+31.4% | $34,453-75.8% | $10,506-20.5% |
| Participant deferral / active EE | $0 | $452-100.0% | $34-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $5,362-100.0% | $66,276-100.0% |