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 LLC3 years Service code 11 · EIN 53-0181291 | Actuarial | $692,508 |
BLACKROCK7+ years Service code 21 · EIN 94-3112180 | Bank Trustee | $481,726 |
WELLINGTON TRUST COMPANY7+ years Filed as: WELLINGTON Service code 28 · EIN 04-2755549 | Investment Management | $227,907 |
Filed as: GLOBAL TRUST COMPANY (BARON) Service code 21 · EIN 26-3761443 | Bank Trustee | $203,443 |
THE BANK OF NEW YORK MELLON7+ years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Custodial (other than securities); Cu... | $201,776 |
COHO PARTNERS, LTD.7+ years Filed as: COHO PARTNERS LTD Service code 28 · EIN 23-3004662 | Investment Management | $194,023 |
EAGLE CAPITAL MANAGEMENT, LLC7+ years Filed as: EAGLE CAPITAL MANAGEMENT Service code 28 · EIN 22-3361201 | Investment Management | $145,797 |
LOOMIS SAYLES7+ years Service code 28 · EIN 04-3200030 | Investment Management | $136,704 |
MONDRIAN INVESTMENT GROUP7+ years Filed as: MONDRIAN INVESTMENT GROUP (US), INC Service code 28 · EIN 56-2475915 | Investment Management | $125,049 |
INCOME RESEARCH & MANAGEMENT4 years Service code 21 · EIN 04-2955404 | Bank Trustee | $120,557 |
Annual investment return 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 | 2.93% | 35.98%-33.1pp | 10.75%-7.8pp | 15.63%-12.7pp |
| Employer contribution / active EE | $6,952 | $8,396-17.2% | $35,170-80.2% | $11,476-39.4% |
| 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% |