Filed December 16, 2004 (most recent of 3 filings on file)
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 LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $996,908 |
BLACKROCK6+ years Service code 21 · EIN 94-3112180 | Bank Trustee | $861,004 |
EAGLE CAPITAL MANAGEMENT, LLC6+ years Filed as: EAGLE CAPITAL MANAGEMENT Service code 28 · EIN 22-3361201 | Investment Management | $222,281 |
Filed as: GRYPHON INTERNATIONAL INVESTMENT Service code 27 | Advisory (Plan) | $209,689 |
COHO PARTNERS, LTD.6+ years Filed as: COHO PARTNERS LTD Service code 28 · EIN 23-3004662 | Investment Management | $192,335 |
SANDERSON ASSET MANAGEMENT6+ years Filed as: SANDERSON Service code 28 · EIN 20-0348128 | Investment Management | $189,049 |
THE BANK OF NEW YORK MELLON6+ years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Custodial (securities); Custodial (ot... | $188,228 |
Filed as: ABERDEEN STANDARD INVESTMENTS INC. Service code 28 · EIN 51-0368279 | Investment Management | $158,445 |
Filed as: GLOBAL TRUST COMPANY (BARON) Service code 21 · EIN 26-3761443 | Bank Trustee | $151,793 |
WELLINGTON TRUST COMPANY6+ years Filed as: WELLINGTON Service code 28 · EIN 04-2755549 | Investment Management | $123,548 |
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 | $220,428-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.0%0pp |
| Annual return | 16.13% | 12.77%+3.4pp | 90.61%-74.5pp | 12.86%+3.3pp |
| Employer contribution / active EE | $13,419 | $8,963+49.7% | $32,730-59.0% | $13,687-2.0% |
| Participant deferral / active EE | $0 | $448-100.0% | $40-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $12,805-100.0% | - |