Filed October 22, 2004
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 |
|---|---|---|
Filed as: WILLIS TOWERS WATSON Service code 16 · EIN 53-0181291 | Consulting | $100,498 |
NEPC, LLC3 years Service code 17 · EIN 26-1429809 | Pension Consulting | $83,885 |
THE BANK OF NEW YORK MELLON3 years Service code 19 · EIN 13-5160382 | Securities Custodian | $71,923 |
Filed as: PRUDENTIAL TRUST COMPANY Service code 28 · EIN 23-6994310 | Investment Management | $59,982 |
INCOME RESEARCH & MANAGEMENT7+ years Service code 28 · EIN 04-2955404 | Investment Management | $40,502 |
FIAM LLC2 years Filed as: FIAM GROUP TRUST FOR EMPLOYEE BENES Service code 28 · EIN 20-4659714 | Investment Management | $27,826 |
METLIFE LIFE INSURANCE COMPANY7+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 28 · EIN 13-5581829 | Investment Management | $20,369 |
BAKER TILLY US, LLP3 years Service code 10 · EIN 39-0859910 | Accounting | $19,800 |
BPIF NON-TAXABLE LP4 years Service code 28 · EIN 13-3894989 | Investment Management | $17,204 |
Filed as: BARROW HANLEY Service code 28 · EIN 75-2403190 | Investment Management | $12,312 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $88,833-100.0% | $151,098-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 5.9%-5.9pp | 16.3%-16.3pp | 8.4%-8.4pp |
| Annual return | 5.02% | 12.41%-7.4pp | 11.31%-6.3pp | 18.35%-13.3pp |
| Employer contribution / active EE | $72,222 | $18,122+298.5% | $35,729+102.1% | $14,669+392.4% |
| Participant deferral / active EE | $0 | $427-100.0% | $237-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $6,633-100.0% | $20,124-100.0% | $9,141-100.0% |