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 LLC5 years Service code 11 · EIN 53-0181291 | Actuarial | $914,739 |
ARROWSTREET CAPITAL8 years Service code 28 · EIN 04-3472863 | Investment Management | $434,289 |
GENESIS ASSET MANAGERS LLP6 years Filed as: GENESIS ASSET MANAGERS, LLP Service code 28 · EIN 22-3163872 | Investment Management | $181,621 |
THE BANK OF NEW YORK MELLON9+ years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Custodial (other than securities); In... | $168,103 |
Filed as: BURGUNDY ASSET MANAGEMENT Service code 28 · EIN 98-0407588 | Investment Management | $149,603 |
MARATHON ASSET MANAGEMENT4 years Filed as: MARATHON ASSET MANAGEMENT LLP Service code 21 · EIN 98-1669899 | Bank Trustee | $114,138 |
GOLDMAN SACHS9+ years Filed as: 1607 CAPITAL PARTNERS Service code 28 · EIN 26-0529973 | Investment Management | $111,160 |
INCOME RESEARCH & MANAGEMENT9+ years Filed as: INCOME RESEARCH MANAGEMENT Service code 28 · EIN 04-2955404 | Investment Management | $86,312 |
STATE STREET GLOBAL ADVISORS7 years Service code 18 · EIN 81-4017137 | Investment management fees paid direc... | $61,900 |
VERRILL DANA LLP5 years Filed as: VERRILL DANA, LLP Service code 29 · EIN 01-0176171 | Legal | $29,860 |
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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 | $13,363-100.0% | $250,986-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 11.1%-11.1pp | 50.6%-50.6pp | 2.2%-2.2pp |
| Annual return | 12.12% | 9.71%+2.4pp | 32.33%-20.2pp | 9.11%+3.0pp |
| Employer contribution / active EE | $16,103 | $7,317+120.1% | $33,956-52.6% | $12,231+31.7% |
| Participant deferral / active EE | $0 | $946-100.0% | $43-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $10,141-100.0% | $125-100.0% |