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 LLC6 years Service code 11 · EIN 53-0181291 | Actuarial | $1,264,489 |
THE BANK OF NEW YORK MELLON10+ years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Shareholder servicing fees; Other fee... | $384,739 |
INCOME RESEARCH & MANAGEMENT10+ years Filed as: INCOME RESEARCH MANAGEMENT Service code 28 · EIN 04-2955404 | Investment Management | $140,157 |
ARROWSTREET CAPITAL9 years Service code 28 · EIN 04-3472863 | Investment Management | $120,673 |
MARATHON ASSET MANAGEMENT5 years Filed as: MARATHON ASSET MANAGEMENT LLP Service code 21 · EIN 98-1669899 | Bank Trustee | $118,873 |
GOLDMAN SACHS10+ years Filed as: 1607 CAPITAL PARTNERS Service code 28 · EIN 26-0529973 | Investment Management | $105,118 |
STATE STREET GLOBAL ADVISORS8 years Service code 18 · EIN 81-4017137 | Custodial (securities); Investment ma... | $77,983 |
Filed as: BURGUNDY ASSET MANAGEMENT Service code 28 · EIN 98-0407588 | Investment Management | $57,021 |
BAKER NEWMAN NOYES10+ years Filed as: BAKER NEWMAN NOYES LLC Service code 10 · EIN 01-0494526 | Accounting | $29,100 |
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 | $0 | $329,695-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.4%-43.4pp | 0.0%0pp |
| Annual return | 7.90% | 5.48%+2.4pp | 9.82%-1.9pp | 9.30%-1.4pp |
| Employer contribution / active EE | $17,153 | $9,127+87.9% | $30,322-43.4% | $12,551+36.7% |
| Participant deferral / active EE | $0 | $999-100.0% | $66-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $53,840-100.0% | - |