Filed November 13, 1997
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 |
|---|---|---|
WELLINGTON TRUST COMPANY1+ years Service code 28 · EIN 04-2683227 | Investment Management | $119,861 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $109,325 |
THE BANK OF NEW YORK MELLON1+ years Filed as: MELLON CAPITAL MANAGEMENT Service code 28 · EIN 25-1442864 | Investment Management | $62,586 |
PEREGRINE CAPITAL MANAGEMENT1+ years Service code 28 · EIN 41-6257136 | Investment Management | $52,318 |
Filed as: GRANTHAM MAYO VAN OTTERLOO Service code 28 · EIN 01-0745810 | Investment Management | $50,106 |
THE BANK OF NEW YORK MELLON1+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $48,275 |
SANDS CAPITAL MANAGEMENT, LLC1+ years Filed as: SANDS CAPITAL MANAGEMENT, INC. Service code 28 · EIN 20-2830751 | Investment Management | $38,070 |
KPMG LLP1+ years Service code 10 · EIN 13-5565207 | Accounting | $33,000 |
MERCER1+ years Service code 11 · EIN 36-2668272 | Actuarial | $32,078 |
THE BANK OF NEW YORK MELLON1+ years Filed as: STANDISH MELLON Service code 28 · EIN 25-1890416 | Investment Management | $14,269 |
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
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 | $138,622-100.0% | $96,302-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 28.6%-28.6pp | 8.8%-8.8pp | 48.7%-48.7pp |
| Annual return | -93.88% | -6.67%-87.2pp | -2.90%-91.0pp | -2.16%-91.7pp |
| Employer contribution / active EE | $0 | $50,664-100.0% | $27,990-100.0% | $42,949-100.0% |
| Participant deferral / active EE | $0 | $0 | $137-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $677-100.0% | $519-100.0% | $12,572-100.0% |