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 |
|---|---|---|
GOLDMAN SACHS1 year Service code 27 · EIN 13-3575636 | Advisory (Plan) | $1,268,723 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY INVESTMENT MNGT Service code 28 · EIN 13-3040307 | Investment Management | $1,263,623 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 27-0676603 | Actuarial | $847,270 |
WELLINGTON TRUST COMPANY3+ years Filed as: WELLINGTON MANAGEMENT Service code 28 · EIN 38-3766431 | Investment Management | $775,674 |
Filed as: FIDELITY INSTITUTIONAL ASSET MNGT Service code 28 · EIN 20-4659714 | Investment Management | $407,807 |
BLACKROCK3+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 28 · EIN 94-3112180 | Investment Management | $349,010 |
FRANKLIN TEMPLETON3+ years Filed as: FRANKLIN TEMPLETON INVESTMENTS Service code 28 · EIN 80-0733663 | Investment Management | $315,028 |
Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $289,344 |
INCOME RESEARCH & MANAGEMENT2 years Service code 28 · EIN 04-2955404 | Investment Management | $116,419 |
Filed as: WILLKIE FARR & GALLAGHER Service code 29 · EIN 13-5536844 | Legal | $98,431 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $7,764,297-100.0% | $1,035,159-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 49.6%-49.6pp | 0.0%0pp |
| Annual return | 4.49% | -1.95%+6.4pp | -61.72%+66.2pp | -1.95%+6.4pp |
| Employer contribution / active EE | $9,987 | $9,243+8.0% | $47,703-79.1% | $9,243+8.0% |
| Participant deferral / active EE | $0 | $425-100.0% | $135-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $5,792-100.0% | $62,356-100.0% |