Filed September 8, 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.
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $1,550,978 |
LEGAL & GENERAL INVESTMENT2+ years Filed as: LEGAL&GENERAL INVSTMNT MGMT AMERICA Service code 28 · EIN 20-8058531 | Investment Management | $1,238,748 |
PIMCO FUNDS2+ years Filed as: PIMCO Service code 27 · EIN 33-0629048 | Advisory (Plan) | $1,115,845 |
GOLDMAN SACHS2+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT, LP Service code 28 · EIN 13-3575636 | Investment Management | $1,063,233 |
Filed as: PRUDENTIAL INVESTMENT MGMT INC. Service code 28 · EIN 22-2540245 | Investment Management | $890,123 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 19 · EIN 13-4994650 | Securities Custodian | $277,872 |
CAPFINANCIAL PARTNERS LLC2+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $252,372 |
Filed as: AGINCOURT CAPITAL MGMT LLC Service code 28 · EIN 54-1947440 | Investment Management | $162,833 |
Filed as: BARROW, HENLEY, MEWHINNEY & STRAUSS Service code 27 · EIN 75-2403190 | Advisory (Plan) | $141,436 |
LORD ABBETT2+ years Filed as: LORD, ABBOTT & CO, LLC Service code 28 · EIN 13-5620131 | Investment Management | $112,166 |
Participant contribution per participant 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 | $381,942,733-100.0% | $18,392,177-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.5%-37.5pp | 0.0%0pp |
| Annual return | 8.32% | 9.19%-0.9pp | 3.99%+4.3pp | 9.19%-0.9pp |
| Employer contribution / active EE | $0 | $12,608-100.0% | $38,279-100.0% | $12,608-100.0% |
| Participant deferral / active EE | $531 | $1,615-67.1% | $386+37.8% | $1,615-67.1% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $140,034-100.0% | $2,655,710-100.0% |