Filed November 9, 2005 (most recent of 5 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.
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON Service code 65 · EIN 23-1159360 | Account Maintenance | $727,305 |
PIMCO FUNDS2+ years Filed as: PACIFIC INVESTMENT MANAGEMENT Service code 28 · EIN 33-0629048 | Investment Management | $693,478 |
Filed as: GRANTHAM, MAYO, VANOTTERLOO & CO. Service code 28 · EIN 04-2691242 | Investment Management | $486,652 |
WELLINGTON TRUST COMPANY2+ years Service code 28 · EIN 04-2767481 | Investment Management | $408,492 |
WESTERN ASSET MANAGEMENT COMPANY2+ years Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 95-2705767 | Investment Management | $365,999 |
Filed as: FMR CORP Service code 28 · EIN 04-3532603 | Investment Management | $292,320 |
Filed as: SOUTHEASTERN ASSET MANAGEMENT Service code 28 · EIN 62-0951781 | Investment Management | $281,856 |
Filed as: BARROW HANLEY, MEWHINNEY INC Service code 28 · EIN 75-2403190 | Investment Management | $275,867 |
DODGE & COX2+ years Service code 28 · EIN 94-1441976 | Investment Management | $273,379 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Custodial (securities); Custodial (ot... | $255,464 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $381,942,733-100.0% | $14,339-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.0%-17.0pp | 0.0%0pp |
| Annual return | 8.87% | 9.70%-0.8pp | 1.15%+7.7pp | 9.19%-0.3pp |
| Employer contribution / active EE | $9,604 | $15,369-37.5% | $26,339-63.5% | $12,608-23.8% |
| Participant deferral / active EE | $0 | $317-100.0% | $178-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $3,605-100.0% | $2,655,710-100.0% |