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 |
|---|---|---|
AQR CAPITAL MANAGEMENT LLC2 years Filed as: AQR CAPITAL MANAGEMENT Service code 28 · EIN 13-3987414 | Investment Management | $485,080 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $378,618 |
WELLINGTON TRUST COMPANY3+ years Filed as: WELLINGTON TRUST COMPANY, NA Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $327,812 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET BANK & TRUST Service code 18 · EIN 04-1867445 | Custodial (other than securities); In... | $148,761 |
AMERICAN FUNDS3+ years Filed as: CAPITAL GUARDIAN TRUST COMPANY Service code 28 · EIN 95-6597294 | Investment Management | $126,150 |
MONDRIAN INVESTMENT GROUP3+ years Filed as: MONDRIAN INVESTMENT GROUP (US), INC Service code 28 · EIN 56-2475915 | Investment Management | $104,972 |
HUBER CAPITAL MANAGEMENT3+ years Filed as: HUBER CAPITAL MANAGEMENT, LLC Service code 28 · EIN 20-8441410 | Investment Management | $93,257 |
NEPC, LLC3+ years Service code 17 · EIN 26-1429809 | Pension Consulting | $82,500 |
Filed as: GMO Service code 51 · EIN 42-1669171 | Investment Mgmt Fees | $67,218 |
WESTERN ASSET MANAGEMENT COMPANY3+ years Service code 28 · EIN 52-1200960 | Investment Management | $60,488 |
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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 | $18,026,966-100.0% | $280,855-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.6%-21.6pp | 1.8%-1.8pp |
| Annual return | 10.77% | 4.52%+6.3pp | -0.70%+11.5pp | 0.19%+10.6pp |
| Employer contribution / active EE | $19,099 | $13,719+39.2% | $28,903-33.9% | $13,763+38.8% |
| Participant deferral / active EE | $0 | $2,003-100.0% | $148-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $1,852-100.0% | $426-100.0% |