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 LLC5+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 27-0676603 | Actuarial | $535,590 |
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 · EIN 13-3575636 | Investment Management | $518,963 |
Filed as: FIDELITY INSTITUTIONAL ASSET MGMT Service code 28 · EIN 20-2159373 | Investment Management | $220,513 |
INCOME RESEARCH & MANAGEMENT4 years Service code 28 · EIN 04-2955404 | Investment Management | $180,713 |
BLACKROCK5+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $147,991 |
THE BANK OF NEW YORK MELLON2 years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $145,282 |
GRANT THORNTON LLP5+ years Service code 10 · EIN 36-6055558 | Accounting | $87,360 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 19 · EIN 81-4017137 | Securities Custodian | $84,884 |
JOHCM (USA) INC.2 years Service code 28 · EIN 80-0909140 | Investment Management | $56,046 |
Filed as: WILLKIE FARR & GALLAGHER Service code 29 · EIN 13-5536844 | Legal | $53,419 |
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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 | $0 | $305,030-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 44.7%-44.7pp | 0.0%0pp |
| Annual return | 2.37% | 12.86%-10.5pp | 380.66%-378.3pp | 12.86%-10.5pp |
| Employer contribution / active EE | $61,203 | $13,687+347.2% | $45,083+35.8% | $13,687+347.2% |
| Participant deferral / active EE | $0 | $833-100.0% | $272-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $12,800-100.0% | - |