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 28 · EIN 13-3575636 | Investment Management | $446,218 |
WILLIS TOWERS WATSON US LLC4+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 27-0676603 | Actuarial | $331,723 |
Filed as: FIDELITY INSTITUTIONAL ASSET MGMT Service code 28 · EIN 20-2159373 | Investment Management | $299,888 |
INCOME RESEARCH & MANAGEMENT3 years Service code 28 · EIN 04-2955404 | Investment Management | $202,131 |
BLACKROCK4+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 28 · EIN 94-3112180 | Investment Management | $192,181 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY INVESTMENT MGMT Service code 28 · EIN 13-3040307 | Investment Management | $161,903 |
Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $131,579 |
WELLINGTON TRUST COMPANY4+ years Filed as: WELLINGTON MANAGEMENT Service code 28 · EIN 38-3766431 | Investment Management | $104,014 |
GRANT THORNTON LLP4+ years Service code 10 · EIN 36-6055558 | Accounting | $86,840 |
Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 19 · EIN 81-4017137 | Securities Custodian | $65,230 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $341,093,897-100.0% | $346,182-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 52.1%-52.1pp | 0.0%0pp |
| Annual return | 4.08% | 21.83%-17.8pp | 13.48%-9.4pp | 21.83%-17.8pp |
| Employer contribution / active EE | $65,680 | $12,237+436.7% | $47,067+39.5% | $12,237+436.7% |
| Participant deferral / active EE | $0 | $987-100.0% | $200-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $14,572-100.0% | $1,551,325-100.0% |