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 COMPANY2+ years Service code 28 · EIN 04-2683227 | Investment Management | $439,405 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $424,650 |
THE BANK OF NEW YORK MELLON2+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $305,370 |
PEREGRINE CAPITAL MANAGEMENT2+ years Service code 28 · EIN 41-6257136 | Investment Management | $240,080 |
SANDS CAPITAL MANAGEMENT, LLC2+ years Filed as: SANDS CAPITAL MANAGEMENT, INC. Service code 28 · EIN 20-2830751 | Investment Management | $188,601 |
Filed as: GRANTHAM MAYO VAN OTTERLOO Service code 28 · EIN 01-0745810 | Investment Management | $171,212 |
MERCER2+ years Service code 11 · EIN 36-2668272 | Actuarial | $121,360 |
THE BANK OF NEW YORK MELLON2+ years Filed as: MELLON CAPITAL MANAGEMENT Service code 28 · EIN 25-1442864 | Investment Management | $118,565 |
KPMG LLP2+ years Service code 10 · EIN 13-5565207 | Accounting | $54,000 |
ROPES & GRAY LLP2+ years Filed as: ROPES AND GRAY Service code 29 · EIN 04-2233412 | Legal | $16,638 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $35,636-100.0% | $169,917-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.3%-10.3pp | 1.8%-1.8pp |
| Annual return | 2.21% | 7.17%-5.0pp | 7.98%-5.8pp | 7.18%-5.0pp |
| Employer contribution / active EE | $30,788 | $13,444+129.0% | $23,724+29.8% | $13,095+135.1% |
| Participant deferral / active EE | $0 | $228-100.0% | $53-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $636-100.0% | $362-100.0% |