Filed June 14, 2005 (most recent of 3 filings on file)
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 |
|---|---|---|
AON CONSULTING2 years Service code 11 · EIN 22-2232264 | Actuarial | $378,772 |
WELLINGTON TRUST COMPANY7+ years Filed as: WELLINGTON ASSET MANAGEMENT Service code 28 · EIN 04-2683227 | Investment Management | $208,566 |
CURCIO WEBB7+ years Service code 28 · EIN 36-4171366 | Investment Management | $41,711 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $33,747 |
DRINKER BIDDLE & REATH LLP7+ years Filed as: DRINKER BIDDLE Service code 29 · EIN 23-1423089 | Legal | $15,053 |
STATE STREET GLOBAL ADVISORS7+ years Filed as: STATE STREET BANK AND COMPANY Service code 28 · EIN 04-1867445 | Investment Management | $9,858 |
KPMG LLP1 year Service code 10 · EIN 13-5565207 | Accounting | $7,500 |
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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 | $1,472,696-100.0% | $54,060-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.3%-3.3pp | 0.7%-0.7pp |
| Annual return | 9.34% | 11.91%-2.6pp | 36.37%-27.0pp | 13.24%-3.9pp |
| Employer contribution / active EE | $21,628 | $16,637+30.0% | $37,223-41.9% | $14,616+48.0% |
| Participant deferral / active EE | $0 | $12-100.0% | $524-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $568-100.0% | $4,137-100.0% |