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 |
|---|---|---|
GOLDMAN SACHS7+ years Filed as: 1607 CAPITAL PARTNERS Service code 28 · EIN 26-0529973 | Investment Management | $1,003,840 |
WILLIS TOWERS WATSON US LLC3 years Service code 11 · EIN 53-0181291 | Actuarial | $562,781 |
ARROWSTREET CAPITAL6 years Service code 28 · EIN 04-3472863 | Investment Management | $354,884 |
GENESIS ASSET MANAGERS LLP4 years Filed as: GENESIS ASSET MANAGERS, LLP Service code 28 · EIN 22-3163872 | Investment Management | $268,365 |
MARATHON ASSET MANAGEMENT2 years Filed as: MARATHON ASSET MANAGEMENT LLP Service code 21 · EIN 98-1669899 | Bank Trustee | $246,961 |
THE BANK OF NEW YORK MELLON7+ years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Direct payment from the plan; Custodi... | $168,552 |
STATE STREET GLOBAL ADVISORS5 years Service code 18 · EIN 81-4017137 | Custodial (other than securities); In... | $137,969 |
INCOME RESEARCH & MANAGEMENT7+ years Filed as: INCOME RESEARCH MANAGEMENT Service code 28 · EIN 04-2955404 | Investment Management | $136,736 |
CAMBRIDGE INVESTMENT RESEARCH7+ years Filed as: CAMBRIDGE ASSOCIATES Service code 17 · EIN 04-3515240 | Pension Consulting | $116,240 |
BAKER NEWMAN NOYES7+ years Filed as: BAKER NEWMAN NOYES LLC Service code 10 · EIN 01-0494526 | Accounting | $25,000 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $227,282-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 3.7%-3.7pp |
| Annual return | 6.94% | 35.98%-29.0pp | 10.75%-3.8pp | 15.63%-8.7pp |
| Employer contribution / active EE | $14,934 | $8,396+77.9% | $35,170-57.5% | $11,476+30.1% |
| Participant deferral / active EE | $0 | $812-100.0% | $82-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $4,611-100.0% | $429-100.0% |