Filed January 14, 2009
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 LLC9+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 27-0676603 | Actuarial | $4,039,465 |
GOLDMAN SACHS5 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 · EIN 13-3575636 | Investment Management | $1,205,543 |
PIMCO FUNDS6 years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $907,390 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 21 · EIN 04-1867445 | Bank Trustee | $494,032 |
BLACKROCK9+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $355,297 |
Filed as: FIDELITY INSTITUTIONAL ASSET MGMT Service code 28 · EIN 20-2159373 | Investment Management | $324,695 |
WILLIAM BLAIR4 years Filed as: WILLIAM BLAIR FUNDS Service code 28 150 NORTH RIVERSIDE PLAZA · CHICAGO, IL 60606 | Investment Management | $304,057 |
WELLINGTON TRUST COMPANY9+ years Filed as: WELLINGTON MANAGEMENT Service code 28 · EIN 38-3766431 | Investment Management | $205,659 |
UNITED FORMS FINISHING8 years Service code 36 · EIN 22-2378813 | Copying and duplicating; Direct payme... | $161,239 |
GRANT THORNTON LLP6 years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $94,640 |
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Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $310,574-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 57.3%-57.3pp | 0.0%0pp |
| Annual return | 1.59% | 8.85%-7.3pp | 8.04%-6.5pp | 8.85%-7.3pp |
| Employer contribution / active EE | $0 | $8,529-100.0% | $42,698-100.0% | $8,529-100.0% |
| Participant deferral / active EE | $0 | $399-100.0% | $66-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | $8,889-100.0% | - |