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 LLC6+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 27-0676603 | Actuarial | $1,942,984 |
PIMCO FUNDS3 years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $988,210 |
GOLDMAN SACHS2 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 27 · EIN 13-3575636 | Advisory (Plan) | $898,673 |
STATE STREET GLOBAL ADVISORS4 years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 28 · EIN 81-4017137 | Investment Management | $281,800 |
BLACKROCK6+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $193,580 |
Filed as: FIDELITY INSTITUTIONAL ASSET MGMT Service code 28 · EIN 20-2159373 | Investment Management | $166,675 |
WILLIAM BLAIR1 year Filed as: WILLIAM BLAIR FUNDS Service code 28 150 NORTH RIVERSIDE PLAZA · CHICAGO, IL 60606 | Investment Management | $101,143 |
JOHCM (USA) INC.1 year Service code 28 · EIN 80-0909140 | Investment Management | $100,278 |
GRANT THORNTON LLP3 years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $91,520 |
HERRONPALMER3 years Filed as: HERRON PALMER Service code 17 · EIN 46-5438594 | Pension Consulting | $80,777 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $375,279-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 36.7%-36.7pp | 0.0%0pp |
| Annual return | 8.18% | 13.51%-5.3pp | 9.78%-1.6pp | 13.51%-5.3pp |
| Employer contribution / active EE | $6,280 | $8,170-23.1% | $46,882-86.6% | $8,170-23.1% |
| Participant deferral / active EE | $0 | $488-100.0% | $72-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $5,665-100.0% | - |