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.
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC1+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 27-0676603 | Actuarial | $1,113,247 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON MANAGEMENT Service code 28 · EIN 38-3766431 | Investment Management | $677,430 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY INVESTMENT MNGT Service code 28 · EIN 13-3040307 | Investment Management | $375,777 |
FRANKLIN TEMPLETON1+ years Filed as: FRANKLIN TEMPLETON INVESTMENTS Service code 28 · EIN 80-0733663 | Investment Management | $359,397 |
Filed as: FIDELITY INSTITUTIONAL ASSET MNGT Service code 28 · EIN 20-4659714 | Investment Management | $268,909 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF NEW YORKMELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $220,775 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 28 · EIN 13-4994650 | Investment Management | $214,607 |
ROCATON INVESTMENT ADVISORS, LLC1+ years Filed as: ROCATON INV ADV Service code 27 · EIN 04-3638035 | Advisory (Plan) | $173,492 |
DIMENSIONAL FUND ADVISORS1+ years Service code 28 · EIN 30-0447847 | Investment Management | $96,875 |
GRANT THORNTON LLP1+ years Service code 10 · EIN 36-6055558 | Accounting | $91,014 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $40,289-100.0% | $264,156-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 45.6%-45.6pp | 4.2%-4.2pp |
| Annual return | -2.50% | 10.64%-13.1pp | 4.74%-7.2pp | 10.64%-13.1pp |
| Employer contribution / active EE | $9,821 | $11,561-15.1% | $46,220-78.8% | $11,561-15.1% |
| Participant deferral / active EE | $0 | $347-100.0% | $248-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $12,050-100.0% | $312-100.0% |