Filed August 9, 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 LLC2+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $616,908 |
Filed as: AQR CAPITAL MANAGEMENT Service code 28 · EIN 13-3987414 | Investment Management | $432,138 |
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON TRUST COMPANY, NA Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $369,666 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK & TRUST Service code 18 · EIN 04-1867445 | Custodial (other than securities); In... | $186,649 |
NEPC, LLC2+ years Service code 17 · EIN 26-1429809 | Pension Consulting | $174,754 |
AMERICAN FUNDS2+ years Filed as: CAPITAL GUARDIAN TRUST COMPANY Service code 28 · EIN 95-6597294 | Investment Management | $149,983 |
HUBER CAPITAL MANAGEMENT2+ years Filed as: HUBER CAPITAL MANAGEMENT, LLC Service code 28 · EIN 20-8441410 | Investment Management | $141,222 |
WESTERN ASSET MANAGEMENT COMPANY2+ years Service code 28 · EIN 95-2705767 | Investment Management | $92,941 |
OLSHAN FROME WOLOSKY LLP1 year Service code 29 · EIN 13-1978173 | Legal | $92,103 |
MONDRIAN INVESTMENT GROUP2+ years Filed as: MONDRIAN INVESTMENT GROUP (US), INC Service code 28 · EIN 56-2475915 | Investment Management | $89,324 |
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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% | $85,985-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.2%-19.2pp | 1.9%-1.9pp |
| Annual return | 9.27% | 11.16%-1.9pp | 14.20%-4.9pp | 23.90%-14.6pp |
| Employer contribution / active EE | $25,154 | $17,064+47.4% | $27,968-10.1% | $16,539+52.1% |
| Participant deferral / active EE | $0 | $1,954-100.0% | $576-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $6,028-100.0% | $18,975-100.0% |