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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 27-0676603 | Actuarial | $343,050 |
Filed as: MORGAN STANLEY INVESTMENT MGMT Service code 28 · EIN 13-3040307 | Investment Management | $322,942 |
Filed as: FIDELITY INSTITUTIONAL ASSET MGMT Service code 28 · EIN 20-4659714 | Investment Management | $298,069 |
FRANKLIN TEMPLETON2+ years Filed as: FRANKLIN TEMPLETON INVESTMENTS Service code 28 · EIN 80-0733663 | Investment Management | $209,100 |
ROCATON INVESTMENT ADVISORS, LLC2+ years Filed as: ROCATON INV ADV Service code 27 · EIN 04-3638035 | Advisory (Plan) | $182,124 |
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON MANAGEMENT Service code 28 · EIN 38-3766431 | Investment Management | $123,192 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF NEW YORKMELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $107,965 |
BLACKROCK2+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 28 · EIN 94-3112180 | Investment Management | $91,899 |
Service code 28 · EIN 04-2955404 | Investment Management | $80,771 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 28 · EIN 13-4994650 | Investment Management | $77,501 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $0 | $308,850-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 48.5%-48.5pp | 0.0%0pp |
| Annual return | 6.43% | 9.56%-3.1pp | 14.41%-8.0pp | 17.84%-11.4pp |
| Employer contribution / active EE | $64,252 | $24,624+160.9% | $45,283+41.9% | $14,688+337.4% |
| Participant deferral / active EE | $0 | $2,747-100.0% | $125-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $9,941-100.0% | - |