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.
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| Provider | Service type | Compensation |
|---|---|---|
WELLINGTON TRUST COMPANY1+ years Service code 28 · EIN 04-2683227 | Investment Management | $293,271 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $197,825 |
MERCER1+ years Service code 11 · EIN 36-2668272 | Actuarial | $145,806 |
PEREGRINE CAPITAL MANAGEMENT1+ years Service code 28 · EIN 41-6257136 | Investment Management | $142,758 |
Filed as: GRANTHAM MAYO VAN OTTERLOO Service code 28 · EIN 01-0745810 | Investment Management | $135,586 |
THE BANK OF NEW YORK MELLON1+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $113,752 |
SANDS CAPITAL MANAGEMENT, LLC1+ years Filed as: SANDS CAPITAL MANAGEMENT, INC. Service code 28 · EIN 20-2830751 | Investment Management | $101,989 |
THE BANK OF NEW YORK MELLON1+ years Filed as: MELLON CAPITAL MANAGEMENT Service code 28 · EIN 25-1442864 | Investment Management | $68,471 |
THE BANK OF NEW YORK MELLON1+ years Filed as: STANDISH MELLON Service code 28 · EIN 25-1890416 | Investment Management | $39,522 |
KPMG LLP1+ years Service code 10 · EIN 13-5565207 | Accounting | $32,000 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $82,591-100.0% | $96,302-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 0.8%-0.8pp |
| Annual return | 27.99% | 2.41%+25.6pp | -2.90%+30.9pp | -0.60%+28.6pp |
| Employer contribution / active EE | $72,261 | $14,069+413.6% | $27,990+158.2% | $12,272+488.8% |
| Participant deferral / active EE | $0 | $260-100.0% | $137-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $519-100.0% | $717-100.0% |