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.
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC4 years Service code 11 · EIN 53-0181291 | Actuarial | $794,207 |
MARATHON ASSET MANAGEMENT3 years Filed as: MARATHON ASSET MANAGEMENT LLP Service code 21 · EIN 98-1669899 | Bank Trustee | $368,207 |
ARROWSTREET CAPITAL7 years Service code 28 · EIN 04-3472863 | Investment Management | $311,847 |
GOLDMAN SACHS8+ years Filed as: 1607 CAPITAL PARTNERS Service code 28 · EIN 26-0529973 | Investment Management | $272,915 |
THE BANK OF NEW YORK MELLON8+ years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Direct payment from the plan; Investm... | $175,315 |
GENESIS ASSET MANAGERS LLP5 years Filed as: GENESIS ASSET MANAGERS, LLP Service code 28 · EIN 22-3163872 | Investment Management | $161,654 |
STATE STREET GLOBAL ADVISORS6 years Service code 18 · EIN 81-4017137 | Investment management fees paid direc... | $141,157 |
Filed as: BURGUNDY ASSET MANAGEMENT Service code 28 · EIN 98-0407588 | Investment Management | $136,153 |
INCOME RESEARCH & MANAGEMENT8+ years Filed as: INCOME RESEARCH MANAGEMENT Service code 28 · EIN 04-2955404 | Investment Management | $94,954 |
CAMBRIDGE INVESTMENT RESEARCH8+ years Filed as: CAMBRIDGE ASSOCIATES Service code 17 · EIN 04-3515240 | Pension Consulting | $40,366 |
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 | $2,456,633-100.0% | $267,477-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.5%-35.5pp | 1.5%-1.5pp |
| Annual return | -18.89% | -2.41%-16.5pp | -38.86%+20.0pp | 23.41%-42.3pp |
| Employer contribution / active EE | $14,782 | $7,691+92.2% | $37,756-60.8% | $12,650+16.9% |
| Participant deferral / active EE | $0 | $969-100.0% | $16-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $16,942-100.0% | $14,884-100.0% |