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 Service code 11 · EIN 53-0181291 | Actuarial | $1,775,784 |
LEGAL & GENERAL INVESTMENT6+ years Filed as: LEGAL&GENERAL INVSTMNT MGMT AMERICA Service code 28 · EIN 20-8058531 | Investment Management | $1,037,943 |
PGIM INVESTMENTS3 years Filed as: PGIM, INC. Service code 28 · EIN 22-2540245 | Investment Management | $982,865 |
PIMCO FUNDS6+ years Filed as: PIMCO Service code 27 · EIN 33-0629048 | Advisory (Plan) | $794,146 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $490,464 |
GOLDMAN SACHS6+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT, LP Service code 28 · EIN 13-3575636 | Investment Management | $281,648 |
Filed as: BARROW HANLEY GLOBAL INVESTORS Service code 27 · EIN 75-2403190 | Advisory (Plan) | $169,749 |
Filed as: AGINCOURT CAPITAL MGMT LLC Service code 28 · EIN 54-1947440 | Investment Management | $150,661 |
Filed as: EAGLE ASSET MANAGEMENT, INC. Service code 28 · EIN 59-2385219 | Investment Management | $125,107 |
PGIM INVESTMENTS2 years Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 22-2540245 | Investment Management | $80,007 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,822,362-100.0% | $312,618-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 31.8%-31.8pp | 0.6%-0.6pp |
| Annual return | 11.57% | 15.98%-4.4pp | 10.03%+1.5pp | 11.45%+0.1pp |
| Employer contribution / active EE | $14,859 | $21,248-30.1% | $38,789-61.7% | $17,219-13.7% |
| Participant deferral / active EE | $1,114 | $283+294.0% | $74+1398.8% | $357+212.5% |
| Admin fee / account holder | $0 | $15,480-100.0% | $4,182-100.0% | $15,480-100.0% |