Filed May 14, 2006 (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.
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $207,870 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET RETIREE SERVICES Service code 21 · EIN 04-1867445 | Bank Trustee | $54,116 |
MEKETA INVESTMENT GROUP3+ years Filed as: MEKETA INVESTMENT GROUP INC. Service code 28 · EIN 04-2659023 | Investment Management | $46,167 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD GROUP Service code 25 · EIN 23-1945930 | Directed Trustee | $36,153 |
STATE STREET GLOBAL ADVISORS3+ years Service code 18 · EIN 04-1867445 | Investment management fees paid direc... | $5,000 |
FIRST EAGLE3+ years Filed as: FIRST EAGLE INVESTMENT MANAGEMENT L Service code 51 · EIN 57-1156902 | Investment Mgmt Fees | $4,241 |
SHENKMAN CAPITAL MANAGEMENT3+ years Filed as: SHENKMAN CAPITAL MGMT INC Service code 28 461 FIFTH AVENUE 22ND FLOOR · NEW YORK, NY 10017 | Investment Management | $4,050 |
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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 | $44,091-100.0% | $256,121-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.7%-37.7pp | 4.5%-4.5pp |
| Annual return | 12.92% | 11.20%+1.7pp | 9.60%+3.3pp | 13.95%-1.0pp |
| Employer contribution / active EE | $75,949 | $27,489+176.3% | $45,595+66.6% | $16,598+357.6% |
| Participant deferral / active EE | $0 | $372-100.0% | $255-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $9,523-100.0% | $612-100.0% |