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 LLC5 years Service code 11 · EIN 53-0181291 | Actuarial | $550,430 |
BLACKROCK9+ years Service code 21 · EIN 94-3112180 | Bank Trustee | $300,908 |
THE BANK OF NEW YORK MELLON9+ years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Custodial (other than securities); Cu... | $192,560 |
WELLINGTON TRUST COMPANY9+ years Filed as: WELLINGTON Service code 28 · EIN 04-2755549 | Investment Management | $162,000 |
Filed as: GLOBAL TRUST COMPANY (BARON) Service code 21 · EIN 26-3761443 | Bank Trustee | $115,323 |
COHO PARTNERS, LTD.9+ years Filed as: COHO PARTNERS LTD Service code 28 · EIN 23-3004662 | Investment Management | $114,684 |
LOOMIS SAYLES9+ years Service code 28 · EIN 04-3200030 | Investment Management | $103,954 |
WILLIAM BLAIR3 years Service code 28 · EIN 47-2614791 | Investment Management | $72,510 |
JOHNSTON ASSET MANAGEMENT3 years Filed as: HARDMAN JOHNSTON Service code 28 · EIN 13-3257590 | Investment Management | $69,270 |
STATE STREET GLOBAL ADVISORS3 years Service code 28 · EIN 04-1486744 | Investment Management | $10,348 |
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 | $13,363-100.0% | $247,553-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 11.1%-11.1pp | 50.4%-50.4pp | 2.2%-2.2pp |
| Annual return | 9.63% | 9.71%-0.1pp | 32.33%-22.7pp | 9.11%+0.5pp |
| Employer contribution / active EE | $0 | $7,317-100.0% | $33,964-100.0% | $12,231-100.0% |
| 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% |