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 COMPANY3+ years Service code 28 · EIN 04-2683227 | Investment Management | $471,875 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $317,250 |
PEREGRINE CAPITAL MANAGEMENT3+ years Service code 28 · EIN 41-6257136 | Investment Management | $267,425 |
THE BANK OF NEW YORK MELLON3+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $259,746 |
SANDS CAPITAL MANAGEMENT, LLC3+ years Filed as: SANDS CAPITAL MANAGEMENT, INC. Service code 28 · EIN 20-2830751 | Investment Management | $227,735 |
Filed as: GRANTHAM MAYO VAN OTTERLOO Service code 28 · EIN 01-0745810 | Investment Management | $226,061 |
THE BANK OF NEW YORK MELLON3+ years Filed as: MELLON CAPITAL MANAGEMENT Service code 28 · EIN 25-1442864 | Investment Management | $186,912 |
MERCER3+ years Service code 11 · EIN 36-2668272 | Actuarial | $120,188 |
KPMG LLP3+ years Service code 10 · EIN 13-5565207 | Accounting | $55,000 |
ROPES & GRAY LLP3+ years Filed as: ROPES AND GRAY Service code 29 · EIN 04-2233412 | Legal | $9,331 |
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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 | $1,723,788-100.0% | $180,484-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 1.9%-1.9pp |
| Annual return | 12.86% | 12.38%+0.5pp | 10.53%+2.3pp | 23.90%-11.0pp |
| Employer contribution / active EE | $32,342 | $23,325+38.7% | $29,360+10.2% | $16,539+95.5% |
| Participant deferral / active EE | $0 | $269-100.0% | $54-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $1,273-100.0% | $18,975-100.0% |