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 LLC7+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 27-0676603 | Actuarial | $4,242,152 |
GOLDMAN SACHS3 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 27 · EIN 13-3575636 | Advisory (Plan) | $1,123,627 |
PIMCO FUNDS4 years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $736,061 |
Filed as: FIDELITY INSTITUTIONAL ASSET MGMT Service code 28 · EIN 20-2159373 | Investment Management | $527,423 |
STATE STREET GLOBAL ADVISORS5 years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 28 · EIN 81-4017137 | Investment Management | $516,843 |
BLACKROCK7+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 28 · EIN 94-3112180 | Investment Management | $347,227 |
UNITED FORMS FINISHING6 years Service code 36 · EIN 22-2378813 | Copying and duplicating; Direct payme... | $280,008 |
WILLIAM BLAIR2 years Filed as: WILLIAM BLAIR FUNDS Service code 28 150 NORTH RIVERSIDE PLAZA · CHICAGO, IL 60606 | Investment Management | $232,964 |
HERRONPALMER4 years Filed as: HERRON PALMER Service code 17 · EIN 46-5438594 | Pension Consulting | $210,734 |
WELLINGTON TRUST COMPANY7+ years Filed as: WELLINGTON MANAGEMENT Service code 28 · EIN 38-3766431 | Investment Management | $155,693 |
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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 | $1,469,698-100.0% | $319,010-100.0% | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.0%-47.0pp | 0.0%0pp |
| Annual return | -23.60% | 7.68%-31.3pp | 10.22%-33.8pp | 7.68%-31.3pp |
| Employer contribution / active EE | $0 | $9,142-100.0% | $51,205-100.0% | $9,142-100.0% |
| Participant deferral / active EE | $0 | $462-100.0% | $129-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | $10,810-100.0% | $19,323-100.0% |