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 |
|---|---|---|
Service code 11 · EIN 53-0181291 | Actuarial | $374,659 |
WELLINGTON TRUST COMPANY5+ years Filed as: WELLINGTON TRUST COMPANY, NA Service code 28 · EIN 04-2755549 | Investment Management | $294,672 |
OLSHAN FROME WOLOSKY LLP4 years Service code 29 · EIN 13-1978173 | Legal | $117,395 |
NEPC, LLC5+ years Service code 17 · EIN 26-1429809 | Pension Consulting | $110,000 |
STATE STREET GLOBAL ADVISORS5+ years Filed as: STATE STREET BANK & TRUST Service code 25 · EIN 04-1867445 | Directed Trustee | $105,417 |
Filed as: WESTERN ASSET MANAGEMENT CO LLC Service code 28 · EIN 52-1200960 | Investment Management | $58,472 |
Filed as: GRANTHAM MAYO VAN OTTERLOO Service code 28 · EIN 02-0648221 | Investment Management | $49,395 |
STATE STREET GLOBAL ADVISORS5+ years Service code 28 · EIN 81-4017137 | Investment Management | $12,015 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $10,500 |
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Annual investment return 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 | $2,822,362-100.0% | $353,945-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.8%-20.8pp | 0.6%-0.6pp |
| Annual return | -8.18% | 15.15%-23.3pp | 10.57%-18.7pp | 11.45%-19.6pp |
| Employer contribution / active EE | $73,961 | $16,781+340.7% | $29,483+150.9% | $17,219+329.5% |
| Participant deferral / active EE | $0 | $1,180-100.0% | $150-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,009-100.0% | $15,480-100.0% |