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 LLC4 years Service code 11 · EIN 53-0181291 | Actuarial | $446,615 |
BLACKROCK8+ years Service code 21 · EIN 94-3112180 | Bank Trustee | $355,670 |
WELLINGTON TRUST COMPANY8+ years Filed as: WELLINGTON Service code 28 · EIN 04-2755549 | Investment Management | $213,353 |
THE BANK OF NEW YORK MELLON8+ years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Custodial (securities); Custodial (ot... | $199,414 |
Filed as: GLOBAL TRUST COMPANY (BARON) Service code 21 · EIN 26-3761443 | Bank Trustee | $142,553 |
COHO PARTNERS, LTD.8+ years Filed as: COHO PARTNERS LTD Service code 28 · EIN 23-3004662 | Investment Management | $126,150 |
WILLIAM BLAIR2 years Service code 28 · EIN 47-2614791 | Investment Management | $80,361 |
JOHNSTON ASSET MANAGEMENT2 years Filed as: HARDMAN JOHNSTON Service code 28 · EIN 13-3257590 | Investment Management | $78,869 |
INCOME RESEARCH & MANAGEMENT5 years Service code 21 · EIN 04-2955404 | Bank Trustee | $27,736 |
STATE STREET GLOBAL ADVISORS2 years Service code 28 · EIN 04-1486744 | Investment Management | $12,692 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | -24.76% | -2.41%-22.4pp | -38.86%+14.1pp | 23.41%-48.2pp |
| Employer contribution / active EE | $0 | $7,691-100.0% | $37,756-100.0% | $12,650-100.0% |
| 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% |