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 LLC4+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $692,907 |
WELLINGTON TRUST COMPANY4+ years Filed as: WELLINGTON TRUST COMPANY, NA Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $394,338 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE STREET BANK & TRUST Service code 25 · EIN 04-1867445 | Directed Trustee | $152,067 |
OLSHAN FROME WOLOSKY LLP3 years Service code 29 · EIN 13-1978173 | Legal | $150,293 |
AMERICAN FUNDS4+ years Filed as: CAPITAL GUARDIAN TRUST COMPANY Service code 28 · EIN 95-6597294 | Investment Management | $150,267 |
MONDRIAN INVESTMENT GROUP4+ years Filed as: MONDRIAN INVESTMENT GROUP (US), INC Service code 28 · EIN 56-2475915 | Investment Management | $149,412 |
MARKS PANETH LLP1 year Service code 10 · EIN 11-3518842 | Accounting | $111,493 |
Filed as: WESTERN ASSET MANAGEMENT CO LLC Service code 28 · EIN 52-1200960 | Investment Management | $86,683 |
NEPC, LLC4+ years Service code 17 · EIN 26-1429809 | Pension Consulting | $82,500 |
HUBER CAPITAL MANAGEMENT4+ years Filed as: HUBER CAPITAL MANAGEMENT, LLC Service code 28 · EIN 20-8441410 | Investment Management | $76,845 |
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Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $3,370,408-100.0% | $94,563-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.9%-17.9pp | 1.2%-1.2pp |
| Annual return | -2.75% | 20.24%-23.0pp | 16.32%-19.1pp | 53.27%-56.0pp |
| Employer contribution / active EE | $50,357 | $14,384+250.1% | $31,806+58.3% | $14,774+240.8% |
| Participant deferral / active EE | $0 | $1,713-100.0% | $211-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $0 | $13,289-100.0% |