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 LLC2+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 27-0676603 | Actuarial | $1,001,910 |
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON MANAGEMENT Service code 28 · EIN 38-3766431 | Investment Management | $833,939 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY INVESTMENT MNGT Service code 28 · EIN 13-3040307 | Investment Management | $610,029 |
Filed as: FIDELITY INSTITUTIONAL ASSET MNGT Service code 28 · EIN 20-4659714 | Investment Management | $324,207 |
FRANKLIN TEMPLETON2+ years Filed as: FRANKLIN TEMPLETON INVESTMENTS Service code 28 · EIN 80-0733663 | Investment Management | $318,332 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF NEW YORKMELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $239,229 |
ROCATON INVESTMENT ADVISORS, LLC2+ years Filed as: ROCATON INV ADV Service code 27 · EIN 04-3638035 | Advisory (Plan) | $182,149 |
BLACKROCK2+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 28 · EIN 94-3112180 | Investment Management | $163,770 |
GRANT THORNTON LLP2+ years Service code 10 · EIN 36-6055558 | Accounting | $85,280 |
Filed as: WILLKIE FARR & GALLAGHER Service code 29 · EIN 13-5536844 | Legal | $75,669 |
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 | $14,491,905-100.0% | $308,850-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 5.3%-5.3pp | 48.5%-48.5pp | 5.3%-5.3pp |
| Annual return | 6.96% | 1057.21%-1050.2pp | 14.41%-7.4pp | 1057.21%-1050.2pp |
| Employer contribution / active EE | $11,668 | $14,374-18.8% | $45,283-74.2% | $14,374-18.8% |
| Participant deferral / active EE | $0 | $351-100.0% | $125-100.0% | $351-100.0% |
| Admin fee / account holder | $0 | $81,210-100.0% | $9,941-100.0% | $81,210-100.0% |