Filed July 22, 2006
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 LLC5 years Service code 11 · EIN 53-0181291 | Actuarial | $627,780 |
LEGAL & GENERAL INVESTMENT5 years Filed as: LEGAL & GENERAL INVESTMENT MGT AMER Service code 28 71 SOUTH WACKER AVENUE · CHICAGO, IL 60606 | Investment Management | $177,462 |
THE BANK OF NEW YORK MELLON9+ years Filed as: BANK OF AMERICA Service code 21 · EIN 56-2215036 | Bank Trustee | $71,018 |
FIDUCIENT ADVISORS LLC3 years Filed as: FIDUCIENT ADVISORS Service code 27 · EIN 36-4001764 | Advisory (Plan) | $59,021 |
Filed as: LONGFELLOW INVESTMENT MANAGEMENT Service code 28 20 WINTHROP SQUARE · BOSTON, MA 02110 | Investment Management | $50,828 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $48,280 |
ACADIAN ASSET MANAGEMENT LLC9+ years Filed as: ACADIAN ASSET MANAGEMENT Service code 28 · EIN 04-2929221 | Investment Management | $41,302 |
MONDRIAN INVESTMENT GROUP9+ years Service code 21 · EIN 56-2475915 | Bank Trustee | $37,309 |
WESTFIELD CAPITAL MANAGEMENT6 years Service code 21 · EIN 80-0175963 | Bank Trustee | $16,473 |
ABERDEEN ASSET MANAGEMENT, INC.9+ years Filed as: ABERDEEN ASSET MANAGEMENT Service code 21 · EIN 51-0368279 | Bank Trustee | $9,637 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $13,363-100.0% | $247,553-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 11.1%-11.1pp | 50.4%-50.4pp | 2.2%-2.2pp |
| Annual return | 7.74% | 9.71%-2.0pp | 32.33%-24.6pp | 9.11%-1.4pp |
| Employer contribution / active EE | $531 | $7,317-92.7% | $33,960-98.4% | $12,231-95.7% |
| Participant deferral / active EE | $0 | $946-100.0% | $43-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $10,141-100.0% | $125-100.0% |